# Quorus Inc.

> Quorus Inc. is an SEC-registered investment advisory firm in Westport, CT, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 9, 2026.

- CRD: 323161
- Filed as: QUORUS INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Westport, CT
- Filing period: October 2026
- Form ADV filing dated: June 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323161
- AdvisorCensus page: https://advisorcensus.com/firm/quorus-inc-westport-ct-323161

## Quick answers

**How is Quorus Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Quorus Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Quorus Inc. located?**
Quorus Inc.'s principal office is in Westport, CT, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Quorus Inc. registered with the SEC or a state?**
Quorus Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 323161.

**How much does Quorus Inc. manage?**
Quorus Inc. reports $148,224,228 in regulatory assets under management in its Form ADV filing dated June 9, 2026 (100% discretionary).

**What types of clients does Quorus Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (130); individuals (other than high net worth individuals) (44).

**Which custodians does Quorus Inc. use?**
Quorus Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Quorus Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323161

**Does Quorus Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated April 16, 2026 says: "Quorus generally requires a minimum relationship size of $250,000 to effectively implement its investment process. Quorus may reduce this minimum at its sole discretion."

**What changed in Quorus Inc.'s recent Form ADV filings?**
In the July 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated April 16, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> Quorus generally requires a minimum relationship size of $250,000 to effectively implement its investment process. Quorus may reduce this minimum at its sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $148,224,228
- Discretionary: $148,224,228
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $5,070,599 |
| High net worth individuals | 130 | $138,555,002 |
| Banking or thrift institutions | Fewer than 5 | $3,915,285 |
| Charitable organizations | Fewer than 5 | $683,342 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, FL, MD, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Glastonbury, CT
- Media, PA

### Websites listed on Form ADV (Item 1.I)
- quorus.io
- LinkedIn @quorusinc

## Changes in the filing (last 12 months)

### July 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Quorus Inc. (CRD 323161): Form ADV filing data as of October 2026.