Quadcap Wealth Management, LLC
● SEC registered since 2014CRD 151490SEC# 801-79483Frisco, TX
Reg. AUM
$1.34B
Employees
23
Accounts
1,974
Location
Frisco, TX
Quadcap Wealth Management, LLC assets under management
Quadcap Wealth Management, LLC operates as an SEC-registered investment adviser based in Frisco, TX. The firm has been registered since 2014. It reports $1.3 billion in regulatory assets under management and employs 23 people.
Quadcap Wealth Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cortnie Lomas Rodriguez | Vice President | Under 5% | 2015 |
| David Blair Control | Chief Executive Officer | Over 75% | 2009 |
| Denise June Brochu Control | Chief Compliance Officer | Under 5% | 2025 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Quadcap Wealth Management, LLC manage?
Quadcap Wealth Management, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Quadcap Wealth Management, LLC have?
Quadcap Wealth Management, LLC reports 23 employees.
Where is Quadcap Wealth Management, LLC located?
Quadcap Wealth Management, LLC is based in Frisco, TX and has been SEC-registered since 2014.
Does Quadcap Wealth Management, LLC disclose fund performance?
Quadcap Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$1.34B▲ 74%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$1.34Bregulatory AUM
Discretionary $1.34BNon-discretionary $4.2M