{"url":"https://nivawealth.com/firms/quish-and-co-146212","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/146212","regulatoryAum":154181658,"crd":"146212","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5475733","suffix":null,"lastName":"QUISH","firstName":"MARIAH","middleName":"SARAH VIOLET"}],"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"},"history":[{"filedOn":"2025-04-14","regulatoryAum":113415159,"clients":16,"employees":1,"offices":1},{"filedOn":"2026-03-13","regulatoryAum":154181658,"clients":14,"employees":1,"offices":1}],"secFileNumber":"801-132344","legalName":"Quish & Co. LLC","displayName":"Quish & Co.","slug":"quish-and-co-146212","website":"https://quishco.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/quish","founded":null,"organization":"Colorado limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1123 Spruce Street, Suite 303","city":"Boulder","state":"CO","stateName":"Colorado","country":"United States","postalCode":"80302"},"tradeNames":[],"registration":{"secApproved":"15 April 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":9813633.615384616,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":154181658,"discretionary":154181658,"discretionaryAccounts":13,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":13,"regulatoryAum":127577237},{"label":"Pooled investment vehicles","clients":1,"regulatoryAum":9341800},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":17262621}],"feePrograms":[{"role":"main","program":"Asset management fee","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018589","versionId":1018589,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-13","documentName":"PART 2A & 2B FORM ADV","fee_rate_low":0.75,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T13:42:06.333345+00:00","documents":[{"name":"PART 2A & 2B FORM ADV","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018589","versionId":1018589,"submittedOn":"2026-03-13"}]},"custodians":[{"name":"J.P. Morgan Securities LLC","shortName":"J.P. Morgan","location":"New York, NY","smaAssets":16285049},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":137896610}],"custodyNote":"Quish & Co. has custody of $9.34M in client assets for 1 client.","otherCustodians":[],"leadership":[{"name":"Mariah Quish","title":"Chief Compliance Officer and Managing Member","crd":"5475733"}],"ownership":[{"label":"Mariah Quish","detail":"Chief compliance officer and managing member in the 75% or more ownership band and a control person, since January 2008."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Colorado","offices":1,"addresses":[{"street":"1123 Spruce Street, Suite 303","city":"Boulder","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"303-523-6122","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Other"],"financialPlanningClients":"11-25","assetMix":[{"label":"Exchange-traded equity securities","percent":32},{"label":"Securities issued by registered investment companies or business development companies","percent":53},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":6},{"label":"Cash and cash equivalents","percent":10}],"privateFunds":1},"sources":{"adv1FilingDate":"13 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/146212/PDF/146212.pdf","brochureDate":"13 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1018589","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 Quish & Co. have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Quish & Co. offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Quish & Co. charge?","answer":"Quish & Co. charges 0.75%–1.50% a year for its Asset management fee. The fee is billed in arrears and is negotiable.","source":"PART 2A & 2B FORM ADV, filed 13 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Quish & Co. use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Quish & Co. have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Quish & Co. invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Quish & Co.?","answer":"Quish & Co.’s direct owner is Mariah Quish (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 13 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Quish & Co. get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Quish & Co.?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 13 March 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."}