Unclaimed Profile

Carl Joseph Kunhardt

QUEST CAPITAL MANAGEMENT, INC.·DALLAS, Texas

SIE, Series 7, Series 24, Series 31, Series 51, Series 63, Series 65CFPClean record28 years registeredQUEST CAPITAL MANAGEMENT, INC.

8117 PRESTON ROAD, SUITE 700, DALLAS, TX 75225CRD# 2553325Firm CRD# 114690

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carl Joseph Kunhardt · DALLAS, TX

Registration

CRD #2553325 · QUEST CAPITAL MANAGEMENT, INC. · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: QUEST CAPITAL MANAGEMENT, INC.

MERCER GLOBAL ADVISORS INC.

Nov 2021 – Sep 2023

Dallas, TX

QUEST CAPITAL MANAGEMENT, INC.

Apr 1998 – Mar 2022

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 51

Series 63

Series 65

Registration record

First registered · April 28, 1998

Years registered · 28

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

QUEST CAPITAL MANAGEMENT LLC

CRD 114690 · SEC 801-60734

AUM

$1.2B

Regulatory assets under management

Employees

1,891 client accounts

Services offered by QUEST CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at QUEST CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Carl Joseph Kunhardt offer?

Carl Joseph Kunhardt specializes in Financial Planning, Investment Management.

What are Carl Joseph Kunhardt's credentials?

Carl Joseph Kunhardt holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Carl Joseph Kunhardt located?

Carl Joseph Kunhardt is based in DALLAS, Texas, last registered with QUEST CAPITAL MANAGEMENT, INC..

How does Carl Joseph Kunhardt charge for services?

Carl Joseph Kunhardt's firm is compensated through percentage of aum, subscription fees, commissions, other: third party adviser / manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QUEST CAPITAL MANAGEMENT, INC.?

QUEST CAPITAL MANAGEMENT, INC. has approximately 24 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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