Quarry Hill Advisors, Llc
- Regulatory AUM
- $395M
- Discretionary
- $371M
- Clients
- 203
- Avg AUM / client
- $1.9M
- Accounts
- 1,048
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Jan 14, 2026
Investments (13F portfolio — 51 positions, $243,053,980)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | American Centy Etf Tr | US SML CP VALU | $48,778,688 | 415,067 | 20.1% | 12.4% |
| 2 | Dimensional Etf Trust | US CORE EQUITY 2 | $35,437,263 | 841,940 | 14.6% | 8.97% |
| 3 | American Centy Etf Tr | INTL SMCP VLU | $25,463,310 | 236,077 | 10.5% | 6.45% |
| 4 | Dimensional Etf Trust | INTL CORE EQUITY | $18,518,358 | 487,582 | 7.62% | 4.69% |
| 5 | Dimensional Etf Trust | US SUSTAINABILTY | $10,959,333 | 243,936 | 4.51% | 2.78% |
| 6 | Dimensional Etf Trust | EMERGING MKTS CO | $9,576,924 | 248,043 | 3.94% | 2.43% |
| 7 | American Centy Etf Tr | US EQT ETF | $7,994,373 | 66,376 | 3.29% | 2.02% |
| 8 | American Centy Etf Tr | REAL ESTATE ETF | $7,638,187 | 159,262 | 3.14% | 1.93% |
| 9 | Ea Series Trust | FREEDOM 100 EM | $7,488,324 | 118,355 | 3.08% | 1.9% |
| 10 | Ea Series Trust | ALPHA ARCH 1-3 | $6,275,749 | 53,920 | 2.58% | 1.59% |
| 11 | Dimensional Etf Trust | INTERNATIONAL | $5,532,652 | 120,223 | 2.28% | 1.4% |
| 12 | Vanguard Index Fds | TOTAL STK MKT | $5,405,728 | 15,422 | 2.22% | 1.37% |
| 13 | Dimensional Etf Trust | US CORE EQT MKT | $4,064,429 | 82,762 | 1.67% | 1.03% |
| 14 | Dimensional Etf Trust | INTL SMALL CAP V | $3,647,438 | 86,968 | 1.5% | 0.92% |
| 15 | American Centy Etf Tr | INTL EQT ETF | $3,514,365 | 38,585 | 1.45% | 0.89% |
| 16 | Pimco Dynamic Income Fd | SHS | $3,360,648 | 193,252 | 1.38% | 0.85% |
| 17 | Dimensional Etf Trust | NATL MUN BD ETF | $3,285,993 | 67,892 | 1.35% | 0.83% |
| 18 | Dimensional Etf Trust | INTL CORE EQT MK | $2,979,635 | 71,420 | 1.23% | 0.75% |
| 19 | Ea Series Trust | US QUAN VALUE | $2,930,196 | 53,176 | 1.21% | 0.74% |
| 20 | American Centy Etf Tr | AVANTIS EMGMKT | $2,811,240 | 31,267 | 1.16% | 0.71% |
| 21 | Dimensional Etf Trust | US SMALL CAP VAL | $2,470,760 | 66,687 | 1.02% | 0.63% |
| 22 | Dimensional Etf Trust | EMERGING MARKETS | $2,375,229 | 50,033 | 0.98% | 0.6% |
| 23 | Dimensional Etf Trust | INTERNATNAL VAL | $2,206,800 | 39,712 | 0.91% | 0.56% |
| 24 | Ea Series Trust | ALPHA ARCHITECT | $2,194,817 | 38,563 | 0.9% | 0.56% |
| 25 | Dimensional Etf Trust | US TARGETED VLU | $1,998,153 | 30,170 | 0.82% | 0.51% |
Top 25 of 51 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 71 | $43.9M | 11.1% |
| High net worth individuals | 132 | $350M | 88.6% |
| Charitable organizations | Fewer than 5 clients | $339K | 0.09% |
| Corporations and other businesses | Fewer than 5 clients | $666K | 0.17% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Andersen 401 K Plan Andersen Corporation | 2024 | |
| The Terracon 401(k) And Esop Plan Tsvc, Inc | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kyle Stephen Moore | Founder, Financial Planner & Cco | CFP | Apr 2017 (9y) | 50% – 75% |
| Bjorn William Amundson | Partner & Financial Planner | CFP | May 2021 (5y) | 50% – 75% |
| Thomas William Limborg | Registered representative | CFP | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Andersen 401 K Plan | Andersen Corporation | 13,271 | $1.5B | 01/01/2024 |
| The Terracon 401(k) And Esop Plan | Tsvc, Inc | 6,948 | $1.0B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/14/2026 | 899 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $345M (87% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 14, 2026.
View current Form ADV (SEC/IAPD) ↗