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).

Current Firm Details
7777 Warren Parkway, Suite 100, Frisco, TX 75034
http://www.quadcapwm.com
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, financial advisor Frisco TX
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 15 years of experience in the finance industry.

2
Cortnie Lomas, financial advisor Frisco TX
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 Alston, financial advisor Frisco TX
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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