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).

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 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
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 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 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 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 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 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.

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