QUADCAP WEALTH MANAGEMENT, LLC

FRISCO, Texas·6 registered advisors·CRD# 151490
SEC# 801-794830972-818-2400
01

Firm Overview

AUM
$770M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at QUADCAP WEALTH MANAGEMENT, LLC

6 registered advisors
Cortnie Lomas Rodriguez
FRISCO, Texas
David Blair
FRISCO, Texas
Megan Rae Harper
FRISCO, Texas
Natalie Katherine Lomas
FRISCO, Texas
Robert Cecil Alston
FRISCO, Texas
Robert Charles Knode
FRISCO, Texas
05

Office Locations

FRISCO, Texas
6 advisors

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Data sourced from SEC Form ADV filings. QUADCAP WEALTH MANAGEMENT, LLC (CRD# 151490) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.