KAY QUINN FINANCIAL, LLC
CRD #123983 SEC #801-80953 NASHVILLE, TN 615-297-3434
SEC Registered
Total AUM
$123M
Discretionary
$123M
Employees
1
Clients
1
Accounts
626
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2024 | $123M | $123M | $0 | 1 | 5 |
| Jan 2024 | $123M | $123M | $0 | 1 | 5 |
| Oct 2023 | $100.3M | $100.3M | $0 | 2 | 5 |
| Mar 2023 | $100.3M | $100.3M | $0 | 2 | 5 |
| Mar 2023 | $100.3M | $100.3M | $0 | 2 | 5 |
| Nov 2022 | $322.5M | $322.5M | $0 | 2 | 25 |
| Sep 2022 | $322.5M | $322.5M | $0 | 2 | 25 |
| Aug 2022 | $322.5M | $322.5M | $0 | 2 | 25 |
| Aug 2022 | $322.5M | $322.5M | $0 | 2 | 25 |
| Mar 2022 | $322.5M | $322.5M | $0 | 5 | 25 |
| Mar 2022 | $322.5M | $322.5M | $0 | 5 | 25 |
| Dec 2021 | $258.9M | $258.9M | $0 | 4 | 25 |
| Mar 2021 | $258.9M | $258.9M | $0 | 4 | 25 |
| Mar 2021 | $258.9M | $258.9M | $0 | 4 | 25 |
| Jun 2020 | $211M | $211M | $0 | 6 | 25 |
| May 2020 | $211M | $211M | $0 | 6 | 25 |
| Apr 2020 | $211M | $211M | $0 | 6 | 25 |
| Mar 2019 | $161.4M | $161.4M | $0 | 5 | 20 |
| Mar 2018 | $160M | $156.9M | $3.1M | 5 | 15 |
| Mar 2017 | $123.9M | $120.8M | $3.2M | 4 | 300 |
| Dec 2016 | $102.8M | $99.5M | $3.3M | 4 | 300 |
| May 2016 | $102.8M | $99.5M | $3.3M | 4 | 300 |
| Mar 2016 | $102.8M | $99.5M | $3.3M | 4 | 300 |
| Aug 2015 | $100.1M | $97.3M | $2.8M | 4 | 300 |
| Feb 2015 | $100.1M | $97.3M | $2.8M | 4 | 300 |
| Feb 2015 | $100.1M | $97.3M | $2.8M | 4 | 300 |
| Jun 2012 | $60M | $58M | $2M | 1 | 200 |
| May 2012 | $60M | $58M | $2M | 1 | 200 |
| Mar 2012 | $58M | $56M | $2M | 1 | 200 |
| Mar 2012 | $58M | $56M | $2M | 1 | 200 |
| Feb 2012 | $57M | $55M | $2M | 1 | 200 |
| Dec 2011 | $57M | $55M | $2M | 1 | 200 |
| Jul 2011 | $52M | $50M | $2M | 5 | -- |
| Mar 2011 | $52M | $50M | $2M | 5 | -- |
| Feb 2011 | $52M | $50M | $2M | 5 | -- |
| Dec 2010 | $50M | $50M | $0 | 5 | -- |
| Jan 2007 | $50M | $50M | $0 | 5 | -- |
| Jan 2007 | $50M | $50M | $0 | 5 | -- |
| Feb 2006 | $45M | $45M | $0 | 5 | -- |
| Feb 2006 | $45M | $45M | $0 | 5 | -- |
| Sep 2005 | $40.1M | $40M | $100K | 5 | -- |
DateJan 2024
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees1
Clients5
DateJan 2024
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees1
Clients5
DateOct 2023
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees2
Clients5
DateMar 2023
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees2
Clients5
DateMar 2023
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees2
Clients5
DateNov 2022
Total AUM$322.5M
Discretionary$322.5M
Non-Disc.$0
Employees2
Clients25
DateSep 2022
Total AUM$322.5M
Discretionary$322.5M
Non-Disc.$0
Employees2
Clients25
DateAug 2022
Total AUM$322.5M
Discretionary$322.5M
Non-Disc.$0
Employees2
Clients25
DateAug 2022
Total AUM$322.5M
Discretionary$322.5M
Non-Disc.$0
Employees2
Clients25
DateMar 2022
Total AUM$322.5M
Discretionary$322.5M
Non-Disc.$0
Employees5
Clients25
DateMar 2022
Total AUM$322.5M
Discretionary$322.5M
Non-Disc.$0
Employees5
Clients25
DateDec 2021
Total AUM$258.9M
Discretionary$258.9M
Non-Disc.$0
Employees4
Clients25
DateMar 2021
Total AUM$258.9M
Discretionary$258.9M
Non-Disc.$0
Employees4
Clients25
DateMar 2021
Total AUM$258.9M
Discretionary$258.9M
Non-Disc.$0
Employees4
Clients25
DateJun 2020
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees6
Clients25
DateMay 2020
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees6
Clients25
DateApr 2020
Total AUM$211M
Discretionary$211M
Non-Disc.$0
Employees6
Clients25
DateMar 2019
Total AUM$161.4M
Discretionary$161.4M
Non-Disc.$0
Employees5
Clients20
DateMar 2018
Total AUM$160M
Discretionary$156.9M
Non-Disc.$3.1M
Employees5
Clients15
DateMar 2017
Total AUM$123.9M
Discretionary$120.8M
Non-Disc.$3.2M
Employees4
Clients300
DateDec 2016
Total AUM$102.8M
Discretionary$99.5M
Non-Disc.$3.3M
Employees4
Clients300
DateMay 2016
Total AUM$102.8M
Discretionary$99.5M
Non-Disc.$3.3M
Employees4
Clients300
DateMar 2016
Total AUM$102.8M
Discretionary$99.5M
Non-Disc.$3.3M
Employees4
Clients300
DateAug 2015
Total AUM$100.1M
Discretionary$97.3M
Non-Disc.$2.8M
Employees4
Clients300
DateFeb 2015
Total AUM$100.1M
Discretionary$97.3M
Non-Disc.$2.8M
Employees4
Clients300
DateFeb 2015
Total AUM$100.1M
Discretionary$97.3M
Non-Disc.$2.8M
Employees4
Clients300
DateJun 2012
Total AUM$60M
Discretionary$58M
Non-Disc.$2M
Employees1
Clients200
DateMay 2012
Total AUM$60M
Discretionary$58M
Non-Disc.$2M
Employees1
Clients200
DateMar 2012
Total AUM$58M
Discretionary$56M
Non-Disc.$2M
Employees1
Clients200
DateMar 2012
Total AUM$58M
Discretionary$56M
Non-Disc.$2M
Employees1
Clients200
DateFeb 2012
Total AUM$57M
Discretionary$55M
Non-Disc.$2M
Employees1
Clients200
DateDec 2011
Total AUM$57M
Discretionary$55M
Non-Disc.$2M
Employees1
Clients200
DateJul 2011
Total AUM$52M
Discretionary$50M
Non-Disc.$2M
Employees5
Clients--
DateMar 2011
Total AUM$52M
Discretionary$50M
Non-Disc.$2M
Employees5
Clients--
DateFeb 2011
Total AUM$52M
Discretionary$50M
Non-Disc.$2M
Employees5
Clients--
DateDec 2010
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$40.1M
Discretionary$40M
Non-Disc.$100K
Employees5
Clients--