Quorus provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Quorus reports 174 clients. They include 130 high-net-worth individuals and 44 individual clients. Of its assets, 100.0% ($148M across 240 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 25% | 3% |
| High-net-worth individuals | 75% | 93% |
| Banking or thrift institutions | Fewer than 5 | 3% |
| Charitable organizations | 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) | 44 | $5.07M | 3.4% | $115K |
| High-net-worth individuals | 130 | $139M | 93.5% | $1.07M |
| Banking or thrift institutions | Fewer than 5 | $3.92M | 2.6% | — |
| Charitable organizations | Fewer than 5 | $683K | 0.5% | — |
| Total | 174 | $148M | 100% | — |
- Clients
- 44
- Regulatory AUM
- $5.07M
- AUM share
- 3.4%
- Avg. per client
- $115K
- Clients
- 130
- Regulatory AUM
- $139M
- AUM share
- 93.5%
- Avg. per client
- $1.07M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.92M
- AUM share
- 2.6%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $683K
- AUM share
- 0.5%
- Avg. per client
- —
Total
- Clients
- 174
- Regulatory AUM
- $148M
- 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
- 0
Quorus is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
John Hill owns 25% to 50% of Quorus. John Hill is CEO. It has 7 employees, 3 of them in advisory roles.
Leadership
John HillChief Executive Officer / Chief Compliance Officer, Director, Shareholder- Karen CalbyShareholder (Series Seed)
- John HanlonShareholder (Series Seed)
Scott ShumwayChief Technology Officer, Director, Shareholder
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 25% to 50% of Quorus Inc.
John Hill
Control person · since July 2022
- Owns 10% to 25% of Quorus Inc.
Scott Shumway
Control person · since August 2022
- Owns 10% to 25% of Quorus Inc.
Wisdomtree, Inc.
Control person · since June 2025
- Owns 5% to 10% of Quorus Inc.
New Stack II Q, LP (QP Fund)
since March 2023
Nicholas Moran
General partner · Control person · since January 2022
Besides its headquarters, Quorus has 2 offices, with 3 listed addresses across 2 states.
Connecticut · 2 listed addresses
- 500 Post Road East, 2nd FL, Suite 303, WestportHQ
- 119 Griswold St, Glastonbury
Pennsylvania · 1 listed address
- 221 N Olive St., Media
Contact and registration details
- Legal name
- Quorus Inc.
- Headquarters
- 500 Post Road East, 2nd FL, Suite 303, Westport, CT 06880
- Website
- quorus.io
- Phone
- 929-560-2588
- @quorusinc
- SEC file
- 801-136190
- Structure
- Delaware corporation
- Fiscal year end
- December
Quorus’ named custodians for separately managed accounts are Charles Schwab ($146M, 99%) and Fidelity ($2.06M, 1%). Quorus does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $146M99%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $2.06M1%
At year end, Quorus’ separately managed accounts were mostly in stocks (99%).
What the accounts hold
- Stocks99%
- Cash1%
How many clients does Quorus have?
Quorus has 174 clients and manages $148 million for them, as of June 2026. They include 130 high-net-worth individuals and 44 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 June 2026
What services does Quorus offer?
Quorus provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Quorus use?
Quorus’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $146M and Fidelity Brokerage Services LLC (Smithfield, RI), with $2.06M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 June 2026
How many financial advisors does Quorus have?
Quorus has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 3 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 Quorus invest in?
At the end of its last fiscal year, Quorus’ separately managed accounts held 99% 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
Who owns Quorus?
Quorus’ direct owners are John Hill, Scott Shumway, New Stack II Q, LP (QP Fund) and Wisdomtree, Inc., each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 9 June 2026
How does Quorus get paid?
Quorus 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 Quorus?
Quorus’ main office is at 500 Post Road East, 2nd FL, Suite 303, Westport, CT 06880. Its phone number is 929-560-2588. Its website is quorus.io.