Quest Capital Management, Inc.

Quest Capital Management, Inc. (CRD# 114690) is a financial advisory firm headquartered in Dallas, TX. They manage $1,144,819,886 in 1,846 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,145
    MILLION
  • Total Number of Accounts
    1,846
    ACCOUNTS
  • Average Account Value
    $620,162
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, CA, CO, FL, LA, NE, NY, OK, PA, TX, VA

Financial Advisors at Quest Capital Management, Inc.
Showing 1 - 10 of 16 top financial advisors.
1
Kalita B. Blessing
CRD#: 2355634
8117 Preston Road, Suite 700, Dallas, TX 75225

Kalita Blessing (CRD# 2355634) is an Investment Advisor Representative working at Quest Capital Management, Inc. in Dallas, TX and has over 27 years of experience in the finance industry. Kalita Blessing 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.

2
Robert A. Cox
CRD#: 2529746
8117 Preston Road, Suite 700, Dallas, TX 75225

Robert Cox (CRD# 2529746) is an Investment Advisor Representative working at Quest Capital Management, Inc. in Dallas, TX and has over 23 years of experience in the finance industry. Robert Cox 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.

3
Jerrod K. Dawson
CRD#: 3130157
8117 Preston Road, Suite 700, Dallas, TX 75225

Jerrod Dawson (CRD# 3130157) is an Investment Advisor Representative working at Quest Capital Management, Inc. in Dallas, TX and has over 21 years of experience in the finance industry.

4
Mary H. Durie
CRD#: 2020763
8117 Preston Road, Suite 700, Dallas, TX 75225

Mary Durie (CRD# 2020763) is an Investment Advisor Representative working at Quest Capital Management, Inc. in Dallas, TX and has over 27 years of experience in the finance industry. Mary Durie 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.

5
Clayton R. Evans
CRD#: 6626660
8117 Preston Road, Suite 700, Dallas, TX 75225

Clayton Evans (CRD# 6626660) is an Investment Advisor Representative working at Quest Capital Management, Inc. in Dallas, TX and has over 4 years of experience in the finance industry. Clayton Evans 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
Larry C. Ferguson
CRD#: 4280817
8117 Preston Road, Suite 700, Dallas, TX 75225

Larry Ferguson (CRD# 4280817) is an Investment Advisor Representative working at Quest Capital Management, Inc. in Dallas, TX and has over 17 years of experience in the finance industry. Larry Ferguson 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.

7
Tiffany D. Garza
CRD#: 4809090
8117 Preston Road, Suite 700, Dallas, TX 75225

Tiffany Garza (CRD# 4809090) is an Investment Advisor Representative working at Quest Capital Management, Inc. in Dallas, TX and has over 12 years of experience in the finance industry. Tiffany Garza 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.

8
Carl J. Kunhardt
CRD#: 2553325
8117 Preston Road, Suite 700, Dallas, TX 75225

Carl Kunhardt (CRD# 2553325) is an Investment Advisor Representative working at Quest Capital Management, Inc. in Dallas, TX and has over 25 years of experience in the finance industry. Carl Kunhardt 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.

9
Trenton B. McCallie
CRD#: 6665502
8117 Preston Road, Suite 700, Dallas, TX 75225

Trenton McCallie (CRD# 6665502) is an Investment Advisor Representative working at Quest Capital Management, Inc. in Dallas, TX and has over 3 years of experience in the finance industry. Trenton McCallie 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.

10
Charlene L. Miller
CRD#: 1671404
8117 Preston Road, Suite 700, Dallas, TX 75225

Charlene Miller (CRD# 1671404) is an Investment Advisor Representative working at Quest Capital Management, Inc. in Dallas, TX and has over 20 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.