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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Quarry Hill Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Quarry Hill Advisors charge?","answer":"Quarry Hill Advisors charges up to 1.25% a year for its Investment Management Services. The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2A & 2B, filed 12 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Quarry Hill Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Quarry Hill Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Quarry Hill Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Quarry Hill Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Quarry Hill Advisors get paid?","answer":"Quarry Hill Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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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."}