Quinn Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Quinn Capital LLC provides discretionary private investment management to individuals, trusts, estates, charitable organizations, businesses and pension plans, managing roughly $23.9 million on behalf of 35 clients. The firm generally serves high-net-worth clients, notes a stated minimum commitment of $1,000,000 (with potential exceptions), and charges asset-based management fees.
The firm's stated objective is growth, implemented through a focused “growth at a reasonable price” equity strategy that emphasizes capital appreciation and capital preservation; the process is described as buy-and-hold on strength and sell on weakness. Investment decisions combine fundamental analysis of corporate financials with technical analysis of price and volume, and cash is used strategically when suitable opportunities are not present.
Noteworthy aspects include the firm’s policy of having its principals fully invested in the same portfolios as clients and requiring personal trades to follow client executions, and its recommendation to use Folio Investments/Goldman Sachs Custody Solutions as the sole custodian. The adviser’s investable universe is largely limited to U.S. exchange-listed stocks and foreign-issuer ADRs, and accounts are monitored daily with formal annual reviews.
Client services
Expertise
Fee options
$0 - $250,000: 2.0% annually $250,000+: 1.50% annually
Account minimum: $1,000,000
Main office
Bozeman MT
Advisors at this office
1
Most active in
California · Montana
Also doing business as
Focalpoint Capital Management LLC · Quinn Capital LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)