Quadcap Wealth Management, LLC

Quadcap Wealth Management, LLC (CRD# 151490) is a financial advisory firm headquartered in Frisco, TX. They manage $215,072,558 in 632 accounts and serve the financial needs of clients across 10 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
    215
    MILLION
  • Total Number of Accounts
    632
    ACCOUNTS
  • Average Account Value
    $340,305
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.

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

Financial Advisors at Quadcap Wealth Management, LLC
Showing 1 - 6 of 6 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 16 years of experience in the finance industry.

2
Megan Harper, financial advisor Frisco TX
Megan R. Harper
CRD#: 5932736
7777 Warren Parkway, Suite 100, Frisco, TX 75034
93
Wealthminder
score

Megan Harper (CRD# 5932736) is an Investment Advisor Representative working at Quadcap Wealth Management, LLC in Frisco, TX and has over 5 years of experience in the finance industry.

3
Mary Harris, financial advisor Frisco TX
Mary M. Harris
CRD#: 4607197
7777 Warren Parkway, Suite 100, Frisco, TX 75034
93
Wealthminder
score

Mary Harris (CRD# 4607197) 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.

4
Cortnie Rodriguez, financial advisor Frisco TX
Cortnie L. Rodriguez
CRD#: 6070125
7777 Warren Parkway, Suite 100, Frisco, TX 75034
93
Wealthminder
score

Cortnie Rodriguez (CRD# 6070125) is an Investment Advisor Representative working at Quadcap Wealth Management, LLC in Frisco, TX and has over 5 years of experience in the finance industry.

5
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 23 years of experience in the finance industry.

6
Luke Tait, financial advisor Frisco TX
Luke M. Tait
CRD#: 6076632
7777 Warren Parkway, Suite 100, Frisco, TX 75034
68
Wealthminder
score

Luke Tait (CRD# 6076632) is an Investment Advisor Representative working at Quadcap Wealth Management, LLC in Frisco, TX and has over 5 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.

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.

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