Wealth manager, public-company owned · Westport, CT
Quorus Inc.
SEC-registered investment adviser · CRD 323161 · SEC 801-136190
At a glance
Quorus Inc. is an SEC-registered investment adviser based in Westport, Connecticut, with $148 million in regulatory assets under management as of its Form ADV filed June 9, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 174 individual clients. By Form ADV it is a wealth manager (public-company owned), ranked 6,925th of 8,915 wealth managers and 13,739th of 17,210 SEC-registered advisers by assets.
Main office 929-560-2588quorus.ioLinkedInAs filed on Form ADV
- Regulatory AUM
- $148M
- Rank among wealth managers
- #6,925 of 8,915
- Rank among all SEC RIAs
- #13,739 of 17,210
- Rank in Connecticut
- #453 of 507
- Individual clients
- 174
- High-net-worth clients
- 130
- Accounts
- 240
- Discretionary
- 100% of AUM
- Employees
- 7
- Advisory staff
- 3
- Offices
- 3
Owners and executives on its Form ADV
- John W. HillChief Executive Officer / Chief Compliance Officer, Director, Shareholder
- Scott R. ShumwayChief Technology Officer, Director, Shareholder
- John J. HanlonShareholder (series Seed)
- Karen CalbyShareholder (series Seed)
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 130 | $139M | 93% |
| Individuals | 44 | $5M | 3% |
| Banking or thrift institutions | – | $4M | 3% |
| Charitable organizations | – | $1M | <1% |
Disciplinary disclosures
Quorus Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗quorus.io ↗
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The full record on Quorus Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 5,351 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Quorus Inc. manage?
Quorus Inc. reports $148 million in regulatory assets under management across 240 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 9, 2026.
What kind of firm is Quorus Inc.?
Quorus Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals. A public reporting company controls it.
Who are Quorus Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($139 million, 130 clients); individuals ($5 million, 44 clients); banking or thrift institutions ($4 million).
Does Quorus Inc. have any disciplinary history?
Quorus Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Quorus Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-09), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →