This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Apex · Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-16-2004
- Office Locations
- 17
Office Locations
About Simon Quick Advisors, LLC
Simon Quick Advisors provides high-touch wealth management for individuals, families, and business owners, combining investment management with proactive tax and estate planning. The firm offers access to sophisticated strategies across private markets, including venture capital, private equity, real estate, and private credit. Employee-owned with ~30 equity holders, it invests alongside clients, with about 10% of AUM representing insiders’ capital (as of 1/1/2025).
Reported data analysis
What the numbers show
Between August 18, 2025 and March 18, 2026, reported AUM increased 27.3%, from $7.1B to $9.0B.
Across 5 reported observations, AUM increased 96.6% between November 22, 2022 and March 18, 2026, from $4.6B to $9.0B.
Of the latest reported AUM, 93.2% is discretionary and 6.8% is non-discretionary.
The firm reports 77 advisory representatives and 1,042 clients, or 13.5 clients per representative. That equates to $8.6M in reported AUM per client.
The profile lists 17 reported office locations and 22 years in operation. The source data was last updated on July 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Simon Quick Advisors, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Simon Quick Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARK DAVID DELOTTO
Financial Advisor, PARTNER
- CRD
- --
- Ownership
- 10% but less than 25%
CHRISTOPHER BRIAN MOORE
Managing Partner, Partner
- CRD
- #3266312
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
Unlock allContacts
KRISTIN MCCAMISH BELL
Client Advisor
- CRD
- #3162797
McClain Hunt Bishop
Vice President, Client Advisor
- CRD
- #6924382
Showing 2 of 58 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,391,142,822 | $2,815,820 |
| Non-Discretionary | $615,669,706 | $7,995,710 |
| Total | $9,006,812,528 | $2,946,291 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Simon Quick Advisors, LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Simon Quick Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing