Unclaimed Profile

Robert Charles Knode

QUADCAP WEALTH MANAGEMENT, LLC·FRISCO, Texas

SIE, Series 7, Series 66Clean record18 years registeredQUADCAP WEALTH MANAGEMENT, LLC

7790 MAIN STREET, FRISCO, TX 75033-4562CRD# 5006234Firm CRD# 151490

Profile Verification

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

Identity

Robert Charles Knode · FRISCO, TX

Registration

CRD #5006234 · QUADCAP WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

KNODE WEALTH MANAGEMENT LLC

Jul 2025 – present

QUADCAP WEALTH MANAGEMENT, LLC

May 2019 – Jan 2025

FRISCO, TX

EXENCIAL WEALTH ADVISORS

Apr 2015 – Feb 2019

FRISCO, TX

WEAVER WEALTH MANAGEMENT

Jan 2014 – Apr 2015

DALLAS, TX

LPL FINANCIAL LLC

Aug 2011 – Jun 2012

RICHARDSON, TX

THE AYCO COMPANY,L.P.

Oct 2007 – Apr 2010

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 26, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

QUADCAP WEALTH MANAGEMENT, LLC

CRD 151490 · SEC 801-79483

AUM

$770M

Regulatory assets under management

Employees

1,485 client accounts

Services offered by QUADCAP WEALTH 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 QUADCAP WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Charles Knode offer?

Robert Charles Knode specializes in Financial Planning, Investment Management. Contact their office in FRISCO, Texas for a consultation.

What are Robert Charles Knode's credentials?

Robert Charles Knode is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Charles Knode located?

Robert Charles Knode is based in FRISCO, Texas, working with QUADCAP WEALTH MANAGEMENT, LLC. Their office serves clients in the FRISCO metropolitan area and surrounding communities.

How does Robert Charles Knode charge for services?

Robert Charles Knode's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QUADCAP WEALTH MANAGEMENT, LLC?

QUADCAP WEALTH MANAGEMENT, LLC has approximately 16 employees and manages $770M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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