Quarve Associates, LLC

Quarve Associates, LLC is a fee-only investment adviser registered with the securities regulator of Connecticut, with its main office in Stamford, Connecticut. On its latest Form ADV, filed February 3, 2026, it reports $48M in regulatory assets under management, 14 individual clients and 1 employee who gives 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: Connecticut
Firm CRD number	112160 · SEC file 801-56579
Office	350 Bedford Street Suite 307 Stamford, CT 06901
Phone	(203) 356-1910
Website	Not listed
Regulatory assets under management	$48M
Individual clients	0 non-high-net-worth, 14 high-net-worth
Financial planning clients	1-10
How it charges	Percentage of assets, Fixed fee
Services	Financial planning, Portfolio management
Employees	1
Disciplinary disclosures	Yes, see SEC record
Latest Form ADV filing	February 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.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It provides financial planning services, not only portfolio management.
• It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.

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 Stamford

• Sovereign Financial Group, Inc. $1.1B
• Clear Harbor Asset Management, LLC $2.1B
• RZH Advisors LLC $2.4B
• Scholtz & Company, LLC $341M
• JC Capital Advisors Group LLC $263M
• Oak Financial Group Inc $177M

See all 30 fee-only advisers in Stamford →

Nearby

• Old Greenwich 1 firm
• Riverside 1 firm
• Darien 17 firms
• Greenwich 22 firms
• Rowayton 2 firms
• Norwalk 4 firms
• New Canaan 6 firms
• Port Chester 1 firm