QUILLPEN ADVISORS, LLC

QUILLPEN ADVISORS, LLC is an SEC-registered investment adviser (CRD 308896). Regulatory assets under management: $19.7M.

Registration

• CRD: 308896
• Type: Registered investment adviser
• Phone: 512-658-0104
• Latest filing: 2026-05-08
• Regulatory AUM: $19.7M
• Discretionary AUM: $19.7M
• Clients: 1
• Accounts: 70

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308896 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search