Fee-only adviser · Birmingham, MI
Quarton Capital Partners
Quarton Capital Partners is a fee-only investment adviser registered with the securities regulator of Michigan, with its main office in Birmingham, Michigan. On its latest Form ADV, filed September 3, 2026, it reports $1.0M in regulatory assets under management and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Michigan |
|---|---|
| Firm CRD number | 342752 |
| Office | 280 W. Maple RD Suite 230 Birmingham, MI 48009 |
| Phone | (713) 444-3560 |
| Website | www.quartoncapital.com |
| Regulatory assets under management | $1.0M |
| Individual clients | Fewer than 5 |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 3, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Birmingham
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- Motive Wealth Advisors, LLC $363M
- Fintentional LLC $20M
See all 10 fee-only advisers in Birmingham →
Nearby
- Troy 21 firms
- Bingham Farms 2 firms
- Bloomfield Hills 23 firms
- Lathrup Village 1 firm
- Clawson 1 firm
- Southfield 6 firms
- Royal Oak 6 firms
- Farmington Hills 4 firms
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