Four Quadrant Wealth Advisors, Inc.
● SEC registered since 2022CRD 130753SEC# 801-126014Carmel, IN
Reg. AUM
$219M
Employees
34
Accounts
552
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 $219 million in regulatory assets under management and employs 34 people.
Four Quadrant Wealth Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brogan D Baxter Control | Chief Operating Officer & Chief Compliance Officer | 5-10% | 2014 |
| Jason Ryan Smith Control | President | Over 75% | 2004 |
Frequently asked questions
How much does Four Quadrant Wealth Advisors, Inc. manage?
Four Quadrant Wealth Advisors, Inc. reports $219 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
| Address | 11939 N Meridian St, Ste 225, Carmel, IN 46032 |
| Phone | 877-441-5144 |
| Fax | 877-720-6212 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$219M▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$219Mregulatory AUM
Discretionary $219M