AdvisorCensus / Financial advisors / New York / New York / The Quick Group LLC
The Quick Group LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.
Quick answers
From the filingHow is The Quick Group LLC compensated?
On its Form ADV (Item 5.E, October 2026), The Quick Group LLC reports these compensation arrangements: a percentage of assets under its management.
Where is The Quick Group LLC located?
The Quick Group LLC's principal office is in New York, NY, according to its Form ADV.
Is The Quick Group LLC registered with the SEC or a state?
The Quick Group LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334472.
How much does The Quick Group LLC manage?
The Quick Group LLC reports $111,264,741 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (100% discretionary).
How have The Quick Group LLC's assets and staff changed since 2025?
In the Form ADV data for The Quick Group LLC: Regulatory assets under management: $100,395,405 in the October 2025 data and $111,264,741 in the October 2026 data, up 11%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does The Quick Group LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (34); corporations or other businesses not listed above (3).
Does The Quick Group LLC report any disciplinary disclosures?
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334472
Does The Quick Group LLC state an account minimum?
Its Form ADV Part 2A brochure dated February 17, 2026 says: "TQG does not require any account minimum."
What changed in The Quick Group LLC's recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $100,395,405 to $111,264,741 (+11%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
TQG does not require any account minimum.
As stated in the firm's Form ADV Part 2A brochure dated February 17, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$111,264,741 as of October 2026, filing dated February 17, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 3. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 111 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.
Questions answered yes on this filing
Regulatory matters Items 11.C to 11.G
- 11.E(2) Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?
Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $111,264,741 | 3 | February 17, 2026 |
| October 2025 | $100,395,405 | 3 | June 16, 2025 |
Regulatory assets under management: $100,395,405 in the October 2025 data and $111,264,741 in the October 2026 data, up 11%.
Total employees: 3 in October 2025 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $100,395,405 to $111,264,741 (+11%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. The Quick Group LLC (CRD 334472): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/the-quick-group-llc-new-york-ny-334472