Overview
Assets Under Management: $1.0 billion
Headquarters: DALLAS, TX
High-Net-Worth Clients: 260
Average Client Assets: $3.6 million
Frequently Asked Questions
QUEST CAPITAL MANAGEMENT, INC. 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 #114690), QUEST CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
QUEST CAPITAL MANAGEMENT, INC. is headquartered in DALLAS, TX.
QUEST CAPITAL MANAGEMENT, INC. serves 260 high-net-worth clients according to their SEC filing dated October 16, 2018. View client details ↓
According to their SEC Form ADV, QUEST CAPITAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
QUEST CAPITAL MANAGEMENT, INC. manages $1.0 billion in client assets according to their SEC filing dated October 16, 2018.
According to their SEC Form ADV, QUEST CAPITAL MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 260
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.73%
Average Client Assets: $3.6 million
Total Client Accounts: 1,767
Discretionary Accounts: 1,529
Non-Discretionary Accounts: 238
Regulatory Filings
CRD Number: 114690
Filing ID: 1245772
Last Filing Date: 2018-10-16 18:09:00