Quorus Inc.

RIASEC RegisteredEst. 2026

Total AUM

$148M

Discretionary

$148M

100% of AUM

Avg account

$618K

Accounts

240

Employees

7

Advisory reps

7

Firm details

Headquarters: Westport, Connecticut
CRD number: 323161
Registered since: June 10, 2026
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI93.48%
Individuals3.42%
Banking / Thrift Institutions2.64%
Charitable Organizations0.46%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Quorus Inc. is an independent registered investment adviser organized as a corporation and listed as SEC-registered in 2026. The firm acts as a capital allocator for a client base made up primarily of individuals and families, charging fees based on a percentage of assets under management. Its advisory mandate includes discretionary portfolio management for individuals and small businesses, portfolio management for institutional/business clients, and the selection of third‑party advisers. Quorus identifies itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities99%
Cash & Cash Equivalents1%

Owners & executives

2 of 2

Karen Calby
Shareholder and CEOCRD 2469078
John Hill
Co-Founder & CEOCRD 6094392

Contacts

3 of 5

Kyle Birmingham
Portfolio ManagerCRD 6223796
John Hanlon
Founder and Wealth AdvisorCRD 1092690
Prashant Joshi
Portfolio ManagerCRD 7506495

Unlock 2 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Westport, CT

Fairfield

Location

Westport, CT

Headquartered in Westport, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: Fairfield
Address: 500 Post Rd E
Time zone: ET (UTC-5)
Office locations

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