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| Keyboard |
| Quadcap Wealth Management LLC
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|---|---|
| CRD # | 151490 |
| SEC # | 801-79483 |
| CIK # | 0002009674 |
| AUM | 1,340.5 M (2026-03-30) |
| Employees | 23 (78% Investors, 0% Brokers) |
| Phone | 972-818-2400 |
| Address | 2600 Network Blvd Frisco, TX 75034 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 25.2 | ||
| Nvidia Corp | 15.0 | ||
| Amazon Com Inc | 13.0 | ||
| Microsoft Corp | 11.0 | ||
| Alphabet Inc | 8.7 | ||
| Tesla Motors Inc | 6.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 288 | 59.6 |
| (b) Individuals (high net worth individuals) | 294 | 1,269.0 |
| (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 | 2.3 |
| (h) Charitable organizations | 0 | 9.7 |
| (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 | 1,974 | 1,340.5 |
| By Discretionary | ||
| Discretionary | 1,973 | 1,336.3 |
| Non-Discretionary | 1 | 4.2 |
| Total | 1,974 | 1,340.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,340.5 | |
| Total | 1,974 | 1,340.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002009674] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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AZ | 1,346.3 M |
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Lodestar Private Asset Management LLC
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|
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TX | 1,337.5 M |
|
Inspire Advisors LLC
✚
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ID | 1,332.2 M |