Quadcap Wealth Management, LLC

Quadcap Wealth Management, LLC (CRD# 151490) is a financial advisory firm headquartered in Frisco, TX. They manage $170,355,349 in 502 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    170
    MILLION
  • Total Number of Accounts
    502
    ACCOUNTS
  • Average Account Value
    $339,353
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, LA, MS, NC, NH, TX

Financial Advisors at Quadcap Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David Blair
CRD#: 4442248
7777 Warren Parkway, Suite 100, Frisco, TX 75034
93
Wealthminder
score

David Blair (CRD# 4442248) is an Investment Advisor Representative working at Quadcap Wealth Management, LLC in Frisco, TX and has over 14 years of experience in the finance industry.

2
Cortnie M. Lomas
CRD#: 6070125
7777 Warren Parkway, Suite 100, Frisco, TX 75034
90
Wealthminder
score

Cortnie Lomas (CRD# 6070125) is an Investment Advisor Representative working at Quadcap Wealth Management, LLC in Frisco, TX and has over 4 years of experience in the finance industry.

3
Robert C. Alston
CRD#: 2480962
7777 Warren Parkway, Suite 100, Frisco, TX 75034
81
Wealthminder
score

Robert Alston (CRD# 2480962) is an Investment Advisor Representative working at Quadcap Wealth Management, LLC in Frisco, TX and has over 22 years of experience in the finance industry.

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