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SEC-registered adviser

Q••••• I•••

Independent wealth managerWestport, ConnecticutCRD 323161SEC 801-136190websiteIAPD
Latest filing Jun 9, 2026
First filing on the tape Jun 9, 2026 · 1 filings
SEC status approved since Jun 10, 2026
RAUM
$148M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
97%
$144M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$37.1M
derived; firm RAUM over IAPD count
Employees
7
3 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
1 filings and snapshots on the tape
RAUM: $148M
HNW client RAUM: $139M
State-registered IARs (5.B.3): 3
Employees (5.A): 7
Private funds: no history
Practice profile
derived from the filing of Jun 9, 2026; every figure names its basis
Archetypes, each a printed rule
  • Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
RAUM per advisor
$37.1MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
44derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.1MderivedHNW RAUM over HNW clients
Average account
$617,601derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.8derivedItem 5.A over advisors
Advisors per office
1.3derived3 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, otherreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$139M93%
  • Individuals$5.1M3.4%
  • Banks and thrifts$3.9M2.6%
  • Charitable organizations$683,3420.5%
Individual clients
44reported
HNW clients
130reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
240reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=0.97 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
J••• W•••••• H•••Chartered Financial AnalystWestport, CtJan 27, 202314 y0
K••• J••••• B•••••••••Chartered Financial AnalystMedia, Pa May 25, 202313 y0
P••••••• A• J••••Media, Pa Aug 26, 202511 y0
A•••••••• E••• L•••Westport, Ct May 18, 202613 y2
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    Every departureEvery arrival
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • H•••• J•••• W•••••• · Chief Executive Officer / Chief Compliance Officer, Director, Shareholdercontrol
      since 07/2022 · owns 25% to 50%
    • S••••••• S••••• R•••••• · Chief Technology Officer, Director, Shareholdercontrol
      since 08/2022 · owns 10% to 25%
    • C••••• K•••• · Shareholder (Series Seed)
      since 03/2023 · owns less than 5%
    • H•••••• J•••• J••••• · Shareholder (Series Seed)
      since 03/2023 · owns less than 5%
    Entity owners
    • C••••••••• I••••••••• · Shareholder (Series Seed-1)
      direct · owns less than 5%
    • N•• S•••• I• Q• L• •• F•••• · Shareholder (Series Seed)
      direct · owns 5% to 10%
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Westport, Ct · principal410
    Media, Pa200
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    One filing, no change to show.
    Signals
    1 dated events
    • John Joseph Hanlon, registered through V•••••• I••••••••• M••••••••• (Egg Harborn Township, NJ), is a direct owner of Q••••• I•••, an adviser first registered 2026-06-09
      Jun 9, 2026 · Owner of a newly registered adviser · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Business phone
    929-560-2588reportedpublished by the firm, firm site, Sep 16, 2026
    Firm profile
    linkedin.com/company/quorusincreportedpublic record, Form ADV, Sep 21, 2026
    Website
    q•••••.ioreportedpublic record, Form ADV, Sep 21, 2026
    Principal office phone
    (929) 560-2588reportedpublic record, Form ADV, Jun 9, 2026
    Contact form
    q•••••.ioreportedpublished by the firm, firm site, Sep 16, 2026
    Team page
    q•••••.ioreportedpublished by the firm, firm site, Sep 16, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $37.1Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026