Quadcap Wealth Management, LLC is a large advisory firm based in Frisco. It manages $333.16 million of regulatory assets for 803 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Arizona, Arkansas, California, and 8 other states.
Quadcap Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm also engages as tax preparation.
The assets under management (AUM) of Quadcap Wealth Management, LLC is $333.16 million. The firm's AUM has grown by 172% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Quadcap Wealth Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Quadcap Wealth Management is high net worth individuals with 133 clients and $326.57 million of assets under management. Among the 12 most similar advisory firms, Quadcap Wealth Management has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $333 million for 191 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Quadcap Wealth Management doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Quadcap Wealth Management, LLC performs its advisory services is located at 7790 Main Street, Frisco, TX 75033, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 972-818-2400 or by fax 972-733-0798. The normal business hours are 9am to 4pm on Monday - Friday. You can find more information about the New York firm at quadcapwm.com.