# Simon Quick Advisors, LLC

> Simon Quick Advisors, LLC is an SEC-registered investment advisory firm in Morristown, NJ, registered since 2004, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 28, 2026.

- CRD: 132330
- Filed as: SIMON QUICK ADVISORS, LLC
- Also doing business as: SIMON QUICK
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Morristown, NJ
- Filing period: October 2026
- Form ADV filing dated: July 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/132330
- AdvisorCensus page: https://advisorcensus.com/firm/simon-quick-advisors-llc-morristown-nj-132330

## Quick answers

**How is Simon Quick Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Simon Quick Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**How much does Simon Quick Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 18, 2026 states: Hourly rate: $125 an hour (added costs to report on excluded assets that require performance…); Hourly rate: $125 to $350 an hour (Bill-Pay and Bookkeeping services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Simon Quick Advisors, LLC located?**
Simon Quick Advisors, LLC's principal office is in Morristown, NJ, according to its Form ADV; the August 2026 filing also lists 5 other offices (Schedule D, Section 1.F).

**Is Simon Quick Advisors, LLC registered with the SEC or a state?**
Simon Quick Advisors, LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 132330.

**How much does Simon Quick Advisors, LLC manage?**
Simon Quick Advisors, LLC reports $9,006,812,528 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (93% discretionary).

**How have Simon Quick Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Simon Quick Advisors, LLC: Regulatory assets under management: $3,859,542,652 in the October 2021 data and $9,006,812,528 in the October 2026 data, up 133%. Total employees: 58 in October 2021 and 97 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Simon Quick Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (666); individuals (other than high net worth individuals) (328); charitable organizations (28).

**Which custodians does Simon Quick Advisors, LLC use?**
Simon Quick Advisors, LLC'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 Simon Quick Advisors, LLC 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/132330

**What changed in Simon Quick Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 57 to 77. Regulatory assets under management went from $7,072,626,223 to $9,006,812,528 (+27%). Added an office in Dallas, TX. No longer lists an office in Palm Beach, FL. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Hourly rate: $125 an hour (added costs to report on excluded assets that require performance…)

> any added costs to report on excluded assets that require performance backdating, or any special project costs, are assessed to the client at an hourly rate of $125 per hour.

- Hourly rate: $125 to $350 an hour (Bill-Pay and Bookkeeping services)

> Simon Quick’s bill -pay and bookkeeping services fees are paid hourl y and typically range between $ 125 and $350 per hour

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: $9,006,812,528
- Discretionary: $8,391,142,822
- Non-discretionary: $615,669,706

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 328 | $109,343,437 |
| High net worth individuals | 666 | $7,551,210,099 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $418,367,237 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $57,251,520 |
| Charitable organizations | 28 | $500,514,472 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 1 | $191,192,776 |
| Insurance companies | 6 | $81,857,376 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $97,075,611 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2004 (22 years)
- Employees: 97 total, 77 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, FL, LA, MA, NE, NJ, NV, NY, OR, PA, TN, TX, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Chattanooga, TN
- Dallas, TX
- Denver, CO
- Garden City, NY
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- simonquickadvisors.com
- Facebook @Simonquickadvisors
- Instagram @simonquickadvisors
- LinkedIn @simonquickadvisors
- X @SimonQuickAdvrs
- YouTube @UCf80uGfN685uGLbGpLYdm0Q

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,859,542,652 | 58 | September 30, 2021 |
| October 2022 | $4,582,069,033 | 58 | September 14, 2022 |
| October 2023 | $5,103,979,658 | 75 | March 30, 2023 |
| October 2024 | $5,752,893,260 | 83 | March 27, 2024 |
| October 2025 | $7,072,626,223 | 90 | June 13, 2025 |
| October 2026 | $9,006,812,528 | 97 | July 28, 2026 |

Regulatory assets under management: $3,859,542,652 in the October 2021 data and $9,006,812,528 in the October 2026 data, up 133%.
Total employees: 58 in October 2021 and 97 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 57 to 77.
- Regulatory assets under management went from $7,072,626,223 to $9,006,812,528 (+27%).
- Added an office in Dallas, TX.
- No longer lists an office in Palm Beach, FL.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Simon Quick Advisors, LLC (CRD 132330): Form ADV filing data as of October 2026.