QUADCAP WEALTH MANAGEMENT, LLC
SEC RegisteredWealth management is so much more than a portfolio
About the firm
QuadCap Wealth Management, LLC, a sophisticated financial planning firm, was formed in 2009 with the mission to provide noteworthy, personalized service, with client satisfaction as the guiding principle. Expanding strictly through client referrals, the firm has grown to more than 400 clients, 23 professionals, and $1.1 billion in assets under management. Based in Frisco, TX, QuadCap serves clients across the country.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Management, Tax Planning and Preparation, Employee Benefits, Estate Planning, Legacy Planning, Retirement Planning, and Family Office services, coordinated under one roof.
Who they serve
Corporate executives and their families, individuals and families preparing for retirement, next generation clients, and those experiencing major life events.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 288 | $60M |
| High Net Worth Individuals | 294 | $1.3B |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
14 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. QUADCAP WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.