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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-2022
- Office Locations
- 3
Office Locations
About Quorus Inc.
Quorus partners with asset managers and financial advisors to deliver custom, tax-managed SMAs and UMAs with ticker-level portfolio customization. Its proprietary AlphaHarvest methodology aims to combine traditional manager alpha with tax alpha to improve after-tax outcomes. A digital platform enables real-time portfolio modeling, account setup, and comprehensive reporting to streamline operations. WisdomTree is an investor in Quorus.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOHN WILLIAM HILL
Chief Compliance Officer, Chief Executive Officer, DIRECTOR, Financial Advisor
- CRD
- #6094392
- Ownership
- 25% but less than 50%
SCOTT RICHARD SHUMWAY
CHIEF TECHNOLOGY OFFICER, DIRECTOR
- CRD
- --
- Ownership
- 10% but less than 25%
Vertex north
Meridian value vital
- CRD
- #16905
- Ownership
- 8.0%
Showing 2 of 4 owners & executives
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KYLE JOSEPH BIRMINGHAM
Portfolio Manager
- CRD
- #6223796
Prashant A Joshi
--
- CRD
- #7506495
Value focus
Unison beacon
- CRD
- #27942
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $148,224,228 | $617,601 |
| Non-Discretionary | $0 | -- |
| Total | $148,224,228 | $617,601 |
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Separately Managed Accounts
Total SMA Asset: $148,224,228
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,498,574,731 | 64.8% |
| Cash | $1,900,460,347 | 35.2% |
| Total | $5,399,035,078 | 100.0% |