SourcingSourcing

THE QUICK GROUP LLC

B53
CRD 334472·SEC 801-131840·NEW YORK, NY
AUM
$111.3M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$334K
@ 30% margin
Est. Deal Value
$2.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THE QUICK GROUP LLC
CRD
334472
SEC file #
801-131840
EIN
—
DBA names
—

Economics

AUM
$111.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$100.4M → $111.3M▲ +11%
Client mix
Individuals High Net Worth34
Corporations3

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
02/17/2026
ADV-W filed at
—
Website
tqgllc.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
QUICK, LESLIE, CHRISTOPHER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
QUICK, LESLIE, CHRISTOPHER
SWAYZE, ASHLEIGH, COOPER
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TQGLLC.COM
Rdap Domain Creation Date
2025-01-23T14:02:03Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
Squarespace Domains LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-01-23T14:02:03Z
Rdap Domain Last Changed
2026-04-21T15:46:07Z
Rdap Nameservers
Ns-cloud-a1.googledomains.comNs-cloud-a2.googledomains.comNs-cloud-a3.googledomains.comNs-cloud-a4.googledomains.com
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
4810736
Trust Company Affiliate
No

People (2)

2
QUICK, LESLIE, CHRISTOPHER
IAR · Direct Owner · 87.5%
4810736
ASHLEIGH COOPER SWAYZE
Executive Officer · 2.5%
4632543