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Four Quadrant Wealth Advisors, Inc.

● SEC registered since 2022CRD 130753SEC# 801-126014Carmel, IN
Export (members)
Reg. AUM
$171.8M
Employees
34
Accounts
484
Location
Carmel, IN

Four Quadrant Wealth Advisors, Inc. assets under management

Four Quadrant Wealth Advisors, Inc. is an investment advisory firm registered with the SEC based in Carmel, IN. The firm has been registered since 2022. It reports $171.8 million in regulatory assets under management and employs 34 people.
www.instagram.com/fourquadrantsadvisoryView on SEC.gov ↗

Four Quadrant Wealth Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Brogan D Baxter ControlChief Operating Officer & Chief Compliance Officer5-10%2014
Jason Ryan Smith ControlPresidentOver 75%2004

Frequently asked questions

How much does Four Quadrant Wealth Advisors, Inc. manage?

Four Quadrant Wealth Advisors, Inc. reports $171.8 million in regulatory assets under management on its Form ADV.

How many employees does Four Quadrant Wealth Advisors, Inc. have?

Four Quadrant Wealth Advisors, Inc. reports 34 employees.

Where is Four Quadrant Wealth Advisors, Inc. located?

Four Quadrant Wealth Advisors, Inc. is based in Carmel, IN and has been SEC-registered since 2022.

Does Four Quadrant Wealth Advisors, Inc. disclose fund performance?

Four Quadrant Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11939 N Meridian St, Ste 225, Carmel, IN 46032
Phone877-441-5144
Fax877-720-6212
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$171.8M
Non-discretionary$0
Total (RAUM)$171.8M