Q
Quillpen Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$17,467,144
Total clients
15
53% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$1,164,476
About
QuillPen Advisors is a solo independent registered investment adviser, founded in 2020, that manages roughly $17.5 million for a small client base of about 15 individuals, serving both non‑high‑net‑worth and high‑net‑worth clients. The firm offers discretionary and non‑discretionary portfolio management, hourly financial planning, and can implement model portfolios or allocate to unaffiliated model managers.
Investment advice is tailored to each client’s objectives and risk tolerance and draws on methods such as fundamental analysis, modern portfolio theory, and a mix of long‑ and short‑term purchase strategies, with ongoing monitoring and rebalancing. Operationally, the firm uses Schwab’s Institutional Intelligent Portfolios platform and relies on third‑party custodial and brokerage services for execution and reporting.
Noteworthy for a firm of its size, QuillPen discloses the ability to advise on alternative investments and private placements in addition to equities, mutual funds, and ETFs, and notes that persons associated with the firm may serve as trustees for certain family or personal accounts. The firm’s principal brings an engineering and senior corporate technology executive background, which may be relevant when working with clients who have concentrated employer stock or complex compensation arrangements.
Client services
Financial planning
Portfolio management
Expertise
Private / alternative investments
Fee options
$0 - $1,000,000: 1.00% $1,000,000.01 - $3,000,000: 0.80% $3,000,000.01 - $5,000,000: 0.60% $5,000,000.01 - $10,000,000: 0.40% $10,000,000.01 - $30,000,000: 0.30% $30,000,000.01+: 0.25%
$200 per hour for financial planning services; $400 per hour for single subject financial planning/general consulting
Minimum fee: Minimum fee of $5,000 per year for portfolio management
Main office location
Quillpen Advisors, LLC
Bee Cave TX, United States
Number of offices
1
Most active in
Quillpen Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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