Quarry Hill Advisors
Firm details
- Headquarters
- Saint Paul, Minnesota
- CRD number
- 288334
- Registered since
- August 2, 2021
- Website
- quarryhilladvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.62%
- Individuals11.13%
- Corporations / Businesses0.17%
- Charitable Organizations0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Quarry Hill Advisors LLC is an independent registered investment adviser that works primarily with individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Its compensation model includes a percentage-of-assets fee as well as hourly and fixed-fee engagements, reflecting a mix of ongoing advisory relationships and project-based work. The adviser is not positioned as an active ESG investor and is structured as an LLC owned by an individual. Quarry Hill relies largely on pooled public funds (mutual funds and ETFs) for client portfolios and supplements that exposure with third-party managed real estate allocations rather than operating its own private funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities44%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
- Investment Grade Corp Bonds1%
Contacts
3 of 3
Thomas Limborg
Associate Financial PlannerCRD 7950919

Bjorn Amundson
Partner and Financial PlannerCRD 5049255

Kyle Moore
Founder & Financial PlannerCRD 6689134
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$255M in ETFs
9%
$22.2M
90%
$233M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US SMALL CAP VALUE ETF (AVUV) | Avantis | Active | Small Value | $55.6M | 445,593 | 21.77% |
Location
Saint Paul, MN
Ramsey
Location
Saint Paul, MN
Headquartered in Saint Paul, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Ramsey
- Address
- 550 Vandalia St
- Time zone
- CT (UTC-6)
- Office locations
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