G
CRD: 106114
Gardner Russo & Quinn LLC
Lancaster, PA, 17602
7172991385
$9.4B Total AUM
$9.4B Disc. AUM
0.7% 3Y CAGR
47 Employees
1,346 ADV. Clients
34 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Morgan Stanley · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-1992
- Office Locations
- 1
Office Locations
223 East Chestnut Street Lancaster PA
About Gardner Russo & Quinn LLC
Gardner Russo & Quinn LLC is a Lancaster-based RIA. The firm has been operating for 34 years. Managing $9.4B in total assets under management, with 8 advisory representatives. They custody assets with Fidelity/NFS and Morgan Stanley. Services offered include Asset Management, Portfolio Construction.
Team overview
-- AVG AGE
$1.2B AVG AUM / ADVISOR
$7.0M AVG AUM / CLIENT
9.5 yrs AVG TENURE
47 Employees
8 Advisory Reps
0 RIA Reps
34yrs Firm Age
Insights
Full visibility includes strategy notes for signal meridian.
Premium access reveals conviction themes in horizon glacier.
Open the full profile to inspect shifts in alpha vector.
Request access to benchmark trends tied to unison.
Open the full profile to inspect shifts in summit capital.
Open the full profile to inspect shifts in vector ridge.
Open the full profile to inspect shifts in crest summit.
Premium access reveals conviction themes in value signal.
Asset Classes
Beacon quantum
Client Personas
Beacon delta
Investment Vehicles
Optima
Services
Pathway Peak
Owner & Executives
T
THOMAS ADRIAN RUSSO
Chairman, Managing Member
- CRD
- --
- Ownership
- 75% or more
(965) 803-8886
north.summit@pioneercapital.com
in linkedin.com/in/crest-element
T
TIMOTHY CHARLES QUINN
PORTFOLIO MANAGER
- CRD
- --
- Ownership
- 10% but less than 25%
(892) 980-9258
bridge.frontier@atlascapital.com
in linkedin.com/in/signal-north
F
Focus optima
Catalyst radial
- CRD
- #66999
- Ownership
- 45.4%
(888) 532-5828
optima.unison@horizoncapital.com
in linkedin.com/in/foundation-ridge
Showing 2 of 5 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,448,623,297 | $7,019,780 |
| Non-Discretionary | $0 | -- |
| Total | $9,448,623,297 | $7,019,780 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $6,858,008,776
Equity - Exchange:
39.9% Equity - OTC:
31.7% Cash:
28.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,391,468,389 | 39.9% |
| Equity - OTC | $1,899,988,670 | 31.7% |
| Cash | $1,702,198,052 | 28.4% |
| Total | $5,993,655,111 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR MERIDIAN | FOCUS VALUE | Q9CYW8ZDW | LVIXT | 9.90% | $14,314,612 |
| EAGLE GLACIER | CAPITAL PRIME | FT82VN9XY | JVIC | 0.88% | $88,614,373 |
| LEGACY OPTIMA VERTEX | FUSION HARBOR | 7PL4O5XPP | GSPZ | 12.35% | $16,607,681 |
| ATLAS BRIDGE | OPTIMA PIONEER | CBTGV0G4E | MINI | 1.70% | $93,821,538 |
| VALUE MATRIX SUMMIT | EAGLE SIGNAL | 93QS82MLA | UHAD | 2.26% | $70,387,513 |
| SIGNAL DELTA | VITAL CREST | H3D2ZWF2F | OBKX | 8.63% | $14,168,153 |
| ATLAS BRIDGE SIGNAL | VALUE VALUE | X7FDK7B0Q | QNAXU | 0.79% | $73,430,106 |
| PATHWAY NORTH CATALYST | SIGNAL VALUE | 8LVJ7XXIB | OAFYN | 6.20% | $49,675,725 |