{"url":"https://nivawealth.com/firms/quabbin-advisors-160019","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/160019","regulatoryAum":109766450,"crd":"160019","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3177570","suffix":null,"lastName":"DONNELLY","firstName":"MEGAN","middleName":"AILEEN"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136203","legalName":"Quabbin Advisors, LLC","displayName":"Quabbin Advisors","slug":"quabbin-advisors-160019","website":"https://quabbinadvisors.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/160019/7eef3da714789662-r1.webp","tone":"light","width":313,"height":200,"sourceUrl":"https://quabbinadvisors.com/","sourceLabel":"Quabbin Advisors, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/6637097","xUrl":"https://x.com/QUABBINADVISORS","founded":null,"organization":"Massachusetts limited liability company","fiscalYearEnd":"December","headquarters":{"street":"447 West St","city":"Amherst","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"01002"},"tradeNames":[],"registration":{"secApproved":"7 May 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2335456.3829787234,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":109766450,"discretionary":0,"discretionaryAccounts":0,"nonDiscretionary":109766450,"nonDiscretionaryAccounts":211,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":12},"clientTypes":[{"label":"Individuals (other than HNW)","clients":11,"regulatoryAum":5025226},{"label":"High-net-worth individuals","clients":36,"regulatoryAum":104741224}],"feePrograms":[{"role":"other","program":"Financial Planning Services","summary":"Financial planning is billed on a project basis at $175 an hour; comprehensive plans are estimated at $1,200 to $3,000 and modular plans at $750 to $2,000.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047215","versionId":1047215,"submittedOn":"2026-06-04","documentName":"QUABBIN ADVISORS, LLC"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T14:26:52.277619+00:00","documents":[{"name":"QUABBIN ADVISORS, LLC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047215","versionId":1047215,"submittedOn":"2026-06-04"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":100907109},{"name":"Tiaa-Cref Individual & Institutional Services, LLC","shortName":"Tiaa-Cref Individual & Institutional Services","location":"New York, NY","smaAssets":8859342}],"custodyNote":"Quabbin Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Megan Donnelly","title":"President & CCO","crd":"3177570"}],"ownership":[{"label":"Megan Donnelly","detail":"President & cco in the 75% or more ownership band and a control person, since September 2009."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Massachusetts","offices":1,"addresses":[{"street":"447 West St","city":"Amherst","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"413-313-5037","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"11-25","assetMix":[{"label":"Exchange-traded equity securities","percent":10},{"label":"Securities issued by registered investment companies or business development companies","percent":89},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"4 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/160019/PDF/160019.pdf","brochureDate":"4 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047215","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Quabbin Advisors have?","answer":"Quabbin Advisors has 47 clients and manages $110 million for them, as of June 2026. They include 36 high-net-worth individuals and 11 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 4 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Quabbin Advisors offer?","answer":"Quabbin Advisors provides financial planning and portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Quabbin Advisors use?","answer":"Quabbin Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $101M and Tiaa-Cref Individual & Institutional Services, LLC (New York, NY), with $8.86M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Quabbin Advisors have?","answer":"Quabbin Advisors has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Quabbin Advisors invest in?","answer":"At the end of its last fiscal year, Quabbin Advisors’ separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Quabbin Advisors?","answer":"Quabbin Advisors’ direct owner is Megan Donnelly (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 4 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Quabbin Advisors get paid?","answer":"Quabbin Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Quabbin Advisors?","answer":"Quabbin Advisors’ main office is at 447 West St, Amherst, MA 01002. Its phone number is 413-313-5037. Its website is quabbinadvisors.com.","source":"Form ADV Part 1A, Item 1.F, filed 4 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}