{
  "crd_number": 334472,
  "slug": "the-quick-group-llc-new-york-ny-334472",
  "primary_business_name": "THE QUICK GROUP LLC",
  "legal_name": "THE QUICK GROUP LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-01-17",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-02-17",
  "carried_forward": false,
  "raum_total": 111264741.0,
  "raum_discretionary": 111264741.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 74077559.0,
      "count": 34
    },
    "corporations_other_businesses": {
      "raum": 37187182.0,
      "count": 3,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "FL",
    "NJ",
    "NY",
    "TX"
  ],
  "websites": [
    "https://tqgllc.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334472",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "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?"
    }
  ],
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/the-quick-group-llc-new-york-ny-334472",
  "display_name": "The Quick Group LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. The Quick Group LLC (CRD 334472): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is The Quick Group LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), The Quick Group LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is The Quick Group LLC located?",
      "a": "The Quick Group LLC's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is The Quick Group LLC registered with the SEC or a state?",
      "a": "The Quick Group LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334472."
    },
    {
      "q": "How much does The Quick Group LLC manage?",
      "a": "The Quick Group LLC reports $111,264,741 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (100% discretionary)."
    },
    {
      "q": "How have The Quick Group LLC's assets and staff changed since 2025?",
      "a": "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."
    },
    {
      "q": "What types of clients does The Quick Group LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (34); corporations or other businesses not listed above (3)."
    },
    {
      "q": "Does The Quick Group LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does The Quick Group LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 17, 2026 says: \"TQG does not require any account minimum.\""
    },
    {
      "q": "What changed in The Quick Group LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $100,395,405 to $111,264,741 (+11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 100395405.0,
      "total_employees": 3,
      "filing_date": "2025-06-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 111264741.0,
      "total_employees": 3,
      "filing_date": "2026-02-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $100,395,405 to $111,264,741 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "TQG does not require any account minimum."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "TQG does not require any account minimum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/the-quick-group-llc-new-york-ny-334472.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 34,
      "fewer_than_5": false,
      "raum": 74077559.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 37187182.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334472",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}