Quish & Co. provides financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled vehicles. Financial planning was provided to 11–25 clients last fiscal year. The firm advises 1 private fund.
Quish & Co. reports 14 clients. They include 13 high-net-worth individuals and 1 pooled investment vehicle. Of its assets, 100.0% ($154M across 13 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 93% | 83% |
| Pooled investment vehicles | 7% | 6% |
| Charitable organizations | Fewer than 5 | 11% |
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 |
|---|---|---|---|---|
| High-net-worth individuals | 13 | $128M | 82.7% | $9.81M |
| Pooled investment vehicles | 1 | $9.34M | 6.1% | $9.34M |
| Charitable organizations | Fewer than 5 | $17.3M | 11.2% | — |
| Total | 14 | $154M | 100% | — |
- Clients
- 13
- Regulatory AUM
- $128M
- AUM share
- 82.7%
- Avg. per client
- $9.81M
- Clients
- 1
- Regulatory AUM
- $9.34M
- AUM share
- 6.1%
- Avg. per client
- $9.34M
- Clients
- Fewer than 5
- Regulatory AUM
- $17.3M
- AUM share
- 11.2%
- Avg. per client
- —
Total
- Clients
- 14
- Regulatory AUM
- $154M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 11–25
Quish & Co. charges 0.75%–1.50% a year for its Asset management fee. The fee is billed in arrears and is negotiable.
Fee details and sources
Mariah Quish owns 75% or more of Quish & Co.. The leadership team of Quish & Co. includes Chief Compliance Officer Mariah Quish. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- Owns 75% or more of Quish & Co. LLC
Mariah Quish
Control person · since January 2008
Quish & Co.’s regulatory assets grew from $113M (April 2025) to $154M (March 2026); clients fell from 16 to 14 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $154M | 14 | 1 | 1 |
| Apr 2025April 2025 | $113M | 16 | 1 | 1 |
Besides its headquarters, Quish & Co. has 0 offices, with 1 listed address in 1 state.
Colorado · 1 listed address
- 1123 Spruce Street, Suite 303, BoulderHQ
Contact and registration details
- Legal name
- Quish & Co. LLC
- Headquarters
- 1123 Spruce Street, Suite 303, Boulder, CO 80302
- Website
- quishco.com
- Phone
- 303-523-6122
- @quish
- SEC file
- 801-132344
- Structure
- Colorado LLC
- Fiscal year end
- December
Quish & Co.’s named custodians for separately managed accounts are Charles Schwab ($138M, 89%) and J.P. Morgan ($16.3M, 11%). Quish & Co. has custody of $9.34M for 1 clients.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- J.P. MorganJ.P. Morgan Securities LLC · New York, NY · $16.3M11%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $138M89%
At year end, Quish & Co.’s separately managed accounts were mostly in funds (59%) and stocks (32%).
What the accounts hold
- Stocks32%
- Funds59%
- Registered funds53%
- Pooled vehicles6%
- Cash10%
How many clients does Quish & Co. have?
Quish & Co. has 14 clients and manages $154 million for them, as of March 2026. They include 13 high-net-worth individuals and 1 pooled investment vehicle.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 March 2026
What services does Quish & Co. offer?
Quish & Co. provides financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Quish & Co. charge?
Quish & Co. charges 0.75%–1.50% a year for its Asset management fee. The fee is billed in arrears and is negotiable.
Which custodians does Quish & Co. use?
Quish & Co.’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $138M and J.P. Morgan Securities LLC (New York, NY), with $16.3M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 March 2026
How many financial advisors does Quish & Co. have?
Quish & Co. has 0 investment adviser representatives registered with state securities authorities, out of 1 employees, and 1 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 Quish & Co. invest in?
At the end of its last fiscal year, Quish & Co.’s separately managed accounts held 53% registered funds (mutual funds, ETFs, BDCs), 32% exchange-traded equities, 10% cash and equivalents and 6% pooled vehicles (private funds and similar). It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Quish & Co.?
Quish & Co.’s direct owner is Mariah Quish (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 March 2026
How does Quish & Co. get paid?
Quish & Co. is paid through a percentage of assets under management. 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
How do I contact Quish & Co.?
Quish & Co.’s main office is at 1123 Spruce Street, Suite 303, Boulder, CO 80302. Its phone number is 303-523-6122. Its website is quishco.com.