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| Quadcap Wealth Management LLC
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|
|---|---|
| CRD # | 151490 |
| SEC # | 801-79483 |
| CIK # | |
| AUM | $638.6 MM (2023-03-30) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 972-818-2400 |
| Address | 7790 Main Street Frisco, TX 75033-4562 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 26.8 |
| (b) Individuals (high net worth individuals) | 167 | 606.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 5.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,485 | 638.6 |
| By Discretionary | ||
| Discretionary | 1,484 | 634.5 |
| Non-Discretionary | 1 | 4.1 |
| Total | 1,485 | 638.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 638.6 | |
| Total | 1,485 | 638.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ashford Advisors LLC
✚
|
NY | 0.6 |
|
Porter White Investment Advisors Inc
✚
|
AL | 0.6 |
|
AIRE Advisors LLC
✚
|
CA | 0.6 |
|
Single Point Partners LLC
✚
|
MA | 0.6 |
|
Pacific Global Investment Management Co
✚
|
CA | 0.6 |
|
Gateway Advisory LLC
✚
|
NJ | 0.6 |
|
Strategic Point Investment Advisors LLC
✚
|
RI | 0.6 |
|
P J Schmidt Investment Management Inc
✚
|
WI | 0.6 |
|
Lebenthal Global Advisors LLC
✚
|
NY | 0.6 |
|
Liquid Strategies LLC
✚
|
GA | 0.6 |