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
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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
9.4 yrs AVG TENURE
47 Employees
8 Advisory Reps
0 RIA Reps
34yrs Firm Age
Insights
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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
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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 |
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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 |