Quadcap Wealth Management, LLC

Quadcap Wealth Management, LLC (CRD# 151490) is a financial advisory firm headquartered in Frisco, TX. They manage $448,240,917 in 770 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
7790 Main Street, Frisco, TX 75033
http://www.quadcapwm.com
By the Numbers
  • Total Assets Under Management
    448
    MILLION
  • Total Number of Accounts
    770
    ACCOUNTS
  • Average Account Value
    $582,131
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.

AR, AZ, CA, FL, IL, LA, MS, NC, NE, NH, TX

Financial Advisors at Quadcap Wealth Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Robert Alston, financial advisor Frisco TX
Robert C. Alston
CRD#: 2480962
7790 Main Street, Frisco, TX 75033

Robert Alston (CRD# 2480962) is an Investment Advisor Representative working at Quadcap Wealth Management, LLC in Frisco, TX and has over 26 years of experience in the finance industry.

2
David Blair, financial advisor Frisco TX
David Blair
CRD#: 4442248
7790 Main Street, Frisco, TX 75033

David Blair (CRD# 4442248) is an Investment Advisor Representative working at Quadcap Wealth Management, LLC in Frisco, TX and has over 18 years of experience in the finance industry.

3
Megan Harper, financial advisor Frisco TX
Megan R. Harper
CRD#: 5932736
7790 Main Street, Frisco, TX 75033

Megan Harper (CRD# 5932736) is an Investment Advisor Representative working at Quadcap Wealth Management, LLC in Frisco, TX and has over 8 years of experience in the finance industry.

4
Mary Harris, financial advisor Frisco TX
Mary M. Harris
CRD#: 4607197
7790 Main Street, Frisco, TX 75033

Mary Harris (CRD# 4607197) is an Investment Advisor Representative working at Quadcap Wealth Management, LLC in Frisco, TX and has over 17 years of experience in the finance industry.

5
Robert Knode, financial advisor Frisco TX
Robert C. Knode
CRD#: 5006234
7777 Warren Pkwy, Suite 100, Frisco, TX 75034

Robert Knode (CRD# 5006234) is an Investment Advisor Representative working at Quadcap Wealth Management, LLC in Frisco, TX and has over 13 years of experience in the finance industry. Robert Knode has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Cortnie Rodriguez, financial advisor Frisco TX
Cortnie L. Rodriguez
CRD#: 6070125
7790 Main Street, Frisco, TX 75033

Cortnie Rodriguez (CRD# 6070125) is an Investment Advisor Representative working at Quadcap Wealth Management, LLC in Frisco, TX and has over 8 years of experience in the finance industry.

7
Timothy Foster, financial advisor Frisco TX
Timothy M. Foster
CRD#: 7310433
7790 Main Street, Frisco, TX 75033

Timothy Foster (CRD# 7310433) is an Investment Advisor Representative working at Quadcap Wealth Management, LLC in Frisco, TX and has 1 year 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.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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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