Quarry Hill Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Quarry Hill Advisors reports 203 clients. They include 132 high-net-worth individuals and 71 individual clients. Of its assets, 93.9% ($371M across 980 accounts) are managed with discretion; $24M across 68 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 35% | 11% |
| High-net-worth individuals | 65% | 89% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 71 | $43.9M | 11.1% | $619K |
| High-net-worth individuals | 132 | $350M | 88.6% | $2.65M |
| Charitable organizations | Fewer than 5 | $339K | 0.1% | — |
| Corporations and other businesses | Fewer than 5 | $666K | 0.2% | — |
| Total | 203 | $395M | 100% | — |
- Clients
- 71
- Regulatory AUM
- $43.9M
- AUM share
- 11.1%
- Avg. per client
- $619K
- Clients
- 132
- Regulatory AUM
- $350M
- AUM share
- 88.6%
- Avg. per client
- $2.65M
- Clients
- Fewer than 5
- Regulatory AUM
- $339K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $666K
- AUM share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 203
- Regulatory AUM
- $395M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Quarry Hill Advisors charges up to 1.25% a year for its Investment Management Services. The fee is billed in advance and is negotiable. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- Annuity Assets
- Assets held in an annuity product are billed separately at a flat rate not exceeding 1% a year.
- Comprehensive Financial Planning
- Upfront charge of $500 to $4,000, plus an annual fee of up to $2,000 a month, paid monthly in advance.
- Financial Planning, Fixed Fee
- Fixed fee of $500 to $10,000 agreed before work starts; half is due at the start; the fee is negotiable.
- Financial Planning, Hourly
- $300 an hour, due at completion of the engagement; may be negotiable in certain cases.
Kyle Moore owns 50% to 75% of Quarry Hill Advisors. It has 5 employees, 4 of them in advisory roles.
Leadership
- Bjorn AmundsonPartner & Financial Planner
- Kyle MooreFounder, Financial Planner & CCO
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Bjorn William Amundson
- Thomas William Limborg
- Marin Adele McCann
- Kyle Stephen Moore
Staff
- 5 employees
- 4 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Quarry Hill Advisors, LLC
Kyle Moore
Control person · since April 2017
- Owns 50% to 75% of Quarry Hill Advisors, LLC
Bjorn Amundson
Control person · since January 2022
Quarry Hill Advisors’ regulatory assets grew 2.0× from $194M (May 2022) to $395M (August 2026); clients rose from 157 to 203 and employees from 3 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $395M | 203 | 5 | 1 |
| January 2025 | $292M | 185 | 5 | 1 |
| March 2024 | $256M | 173 | 5 | 1 |
| April 2023 | $226M | 162 | 4 | 1 |
| May 2022 | $194M | 157 | 3 | 1 |
Besides its headquarters, Quarry Hill Advisors has 0 offices, with 1 listed address in Minnesota.
Minnesota · 1 listed address
- 550 Vandalia Street, Suite 311, Saint PaulHQ
Contact and registration details
- Legal name
- Quarry Hill Advisors, LLC
- Headquarters
- 550 Vandalia Street, Suite 311, Saint Paul, MN 55114
- Website
- quarryhilladvisors.com
- Phone
- 612-440-0318
- @quarryhilladvisors
- SEC file
- 801-122010
- Founded
- 2017
- Structure
- Minnesota LLC
- Fiscal year end
- December
Quarry Hill Advisors uses Charles Schwab ($345M) as custodian for its separately managed accounts. Quarry Hill Advisors has custody of $253M in client assets for 189 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $345M100%
At year end, Quarry Hill Advisors’ separately managed accounts were mostly in funds (54%) and stocks (45%). Its reported 13F holdings for the quarter ended 30 June 2026 total $260M across 53 positions; the largest are American Centy ETF TR (21.4%), Dimensional ETF Trust (14.8%) and American Centy ETF TR (10.1%).
What the accounts hold
- Stocks45%
- Exchange-traded equities44%
- Non-exchange-traded equities1%
- Funds54%
- Bonds1%
- Cash2%
Reported 13F holdings
- $260M
- Reported 13F value
- 53
- Positions
- 74.2%
- In the 10 largest
- +7.1%
- Value vs. prior quarter
- American Centy ETF TR · US Sml CP Valu21.4%
- Dimensional ETF Trust · US Cor Equ 2 ETF14.8%
- American Centy ETF TR · Intl Smcp Vlu10.1%
- Dimensional ETF Trust · Intl Core Equity7.3%
- Dimensional ETF Trust · US Sustainabilty4.6%
- Dimensional ETF Trust · Emerging Mkts CO3.8%
- American Centy ETF TR · US EQT ETF3.2%
- EA Series Trust · Freedom 100 EM3.2%
- American Centy ETF TR · Real Estate ETF3.2%
- EA Series Trust · Alpha Arch 1-32.6%
Together, the ten largest are 74.2% of reported value.
How many clients does Quarry Hill Advisors have?
Quarry Hill Advisors has 203 clients and manages $395 million for them, as of August 2026. They include 132 high-net-worth individuals and 71 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 August 2026
What services does Quarry Hill Advisors offer?
Quarry Hill Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Quarry Hill Advisors charge?
Quarry Hill Advisors charges up to 1.25% a year for its Investment Management Services. The fee is billed in advance and is negotiable.
Which custodians does Quarry Hill Advisors use?
Quarry Hill Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $345M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 August 2026
How many financial advisors does Quarry Hill Advisors have?
Quarry Hill Advisors has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Quarry Hill Advisors invest in?
At the end of its last fiscal year, Quarry Hill Advisors’ separately managed accounts held 54% registered funds (mutual funds, ETFs, BDCs), 44% exchange-traded equities, 2% cash and equivalents, 1% non-exchange-traded equities and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Quarry Hill Advisors?
Quarry Hill Advisors’ direct owners are Kyle Moore (50% to 75%) and Bjorn Amundson (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 12 August 2026
How does Quarry Hill Advisors get paid?
Quarry Hill Advisors is paid through a percentage of assets under management, hourly charges 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
Is Quarry Hill Advisors registered with the SEC?
Yes, Quarry Hill Advisors has been registered with the SEC as an investment adviser since 2 August 2021. Its CRD number is 288334 and its SEC file number is 801-122010.
Source: Form ADV Part 1A, Item 1, filed 12 August 2026; IAPD firm record
How do I contact Quarry Hill Advisors?
Quarry Hill Advisors’ main office is at 550 Vandalia Street, Suite 311, Saint Paul, MN 55114. Its phone number is 612-440-0318. Its website is quarryhilladvisors.com.