Overview
Assets Under Management: $1.1 billion
Headquarters: FRISCO, TX
High-Net-Worth Clients: 269
Average Client Assets: $4 million
Frequently Asked Questions
QUADCAP WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151490), QUADCAP WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
QUADCAP WEALTH MANAGEMENT, LLC is headquartered in FRISCO, TX.
QUADCAP WEALTH MANAGEMENT, LLC serves 269 high-net-worth clients according to their SEC filing dated December 12, 2025. View client details ↓
According to their SEC Form ADV, QUADCAP WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
QUADCAP WEALTH MANAGEMENT, LLC manages $1.1 billion in client assets according to their SEC filing dated December 12, 2025.
According to their SEC Form ADV, QUADCAP WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 269
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.90
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,764
Discretionary Accounts: 1,763
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 151490
Filing ID: 2033514
Last Filing Date: 2025-12-12 11:34:31
Website: 0