| Name | Title | Ownership | Since |
|---|---|---|---|
| Cortnie Lomas Rodriguez | Vice President | Under 5% | 2015 |
| David Blair Control | Chief Executive Officer | Over 75% | 2009 |
| Kelly M Baker Control | Occo/Cco | Under 5% | 2024 |
Quadcap Wealth Management, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
Quadcap Wealth Management, LLC reports 19 employees.
Quadcap Wealth Management, LLC is based in Frisco, TX and has been SEC-registered since 2014.
Quadcap Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2600 Network Blvd, Suite 300, Frisco, TX 75034 |
| Phone | 972-818-2400 |
| Fax | 972-733-0798 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.13B |
| Non-discretionary | $4.2M |
| Total (RAUM) | $1.14B |