RIA Intel›Advisers›California›QUINLEY STEWARDSHIP LLC

QUINLEY STEWARDSHIP LLC

Advisory

VISALIA, CA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in CA

#3,986

of 5,480 advisers by AUM

Average account

$262K

across 108 accounts

AUM per adviser

$28M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$28M

Discretionary AUM$28M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients36

Team

Total Employees4

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

36 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

ASAGE FINANCIAL LLC

$28M

SASO, RICHARD ANTHONY

$28M

CLEVERALPHA ASSET MANAGEMENT, LLC

$28M

HARTFIELD FINANCIAL & INSURANCE SERVICES, INC.

GRANADA HILLS, CA

$28M

TAHOE INVESTMENTS AND TAX PLANNING, LLC

$28M

ROBERT JAY HOLUB

$28M

Get the full picture on QUINLEY STEWARDSHIP LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track QUINLEY STEWARDSHIP LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans