Unclaimed Profile

Kalita Beck Blessing

QUEST CAPITAL MANAGEMENT, INC.·DALLAS, Texas

SIE, Series 7, Series 31, Series 63, Series 65CFP31 years registeredQUEST CAPITAL MANAGEMENT, INC.

8117 PRESTON ROAD, SUITE 700, DALLAS, TX 75225CRD# 2355634Firm CRD# 114690

Profile Verification

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

Identity

Kalita Beck Blessing · DALLAS, TX

Registration

CRD #2355634 · QUEST CAPITAL MANAGEMENT, INC. · 31 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Nov 2021 – present

QUEST CAPITAL MANAGEMENT, INC.

Jun 1995 – Mar 2022

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · June 30, 1995

Years registered · 31

Professional designation · CFP

Disclosure History

2007Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Kalita Beck Blessing offer?

Kalita Beck Blessing specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.

What are Kalita Beck Blessing's credentials?

Kalita Beck Blessing holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kalita Beck Blessing located?

Kalita Beck Blessing is based in DALLAS, Texas, working with QUEST CAPITAL MANAGEMENT, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Kalita Beck Blessing charge for services?

Kalita Beck Blessing'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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