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QUINCY WELLS ADVISORS, LLC
CRD 307477File 801-118231
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$87.3M
Bottom 25% of cohort (national)
Discretionary AUM
$40.0M
Non-discretionary $47.4M
Clients
247
406 accounts
Employees
22
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 16, 2020
- Principal office
- 145 SOUTH WELLS, STE 1301, CHICAGO, IL, 60606
- Phone
- 312-356-4875
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $87.3M
- Discretionary AUM
- $40.0M
- Non-discretionary AUM
- $47.4M
- Discretionary accounts
- 259
- Non-discretionary accounts
- 147
- Total accounts
- 406
- AUM per client
- $354K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $81K |
| High net worth individuals | 13 | $37.3M |
| Pension and profit sharing plans | 1 | $9.5M |
| Individuals (other than high net worth individuals) | 232 | $40.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 78 | 247 | increased by169 |
| Apr 1, 2026 | AUM | $45,094,304 | $87,346,834 | increased by$42,252,530 |
| Apr 1, 2026 | Accounts | 149 | 406 | increased by257 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 22 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 25 | 78 | increased by53 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $7,486,816 | $45,094,304 | increased by$37,607,488 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 25 | 149 | increased by124 |
| Apr 1, 2022 | Employees | 13 | 17 | increased by4 |
| Apr 1, 2022 | Clients | 200 | 25 | decreased by175 |
| Apr 1, 2022 | AUM | $107,000,000 | $7,486,816 | decreased by$99,513,184 |
| Apr 1, 2022 | Accounts | 200 | 25 | decreased by175 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “QUINCY WELLS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“QUINCY WELLS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.