QUADCAP WEALTH MANAGEMENT, LLC
CRD #151490 SEC #801-79483 FRISCO, TX 972-818-2400
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
19
Clients
--
Accounts
1,764
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.1B | $1.1B | $4.2M | 19 | 0 |
| Mar 2025 | $1.1B | $1.1B | $4.2M | 19 | 0 |
| Jan 2025 | $769.7M | $765.6M | $4.1M | 16 | 0 |
| Jan 2025 | $769.7M | $765.6M | $4.1M | 16 | 0 |
| Nov 2024 | $769.7M | $765.6M | $4.1M | 16 | 0 |
| Mar 2024 | $769.7M | $765.6M | $4.1M | 16 | 0 |
| Sep 2023 | $638.6M | $634.5M | $4.1M | 12 | 0 |
| Aug 2023 | $638.6M | $634.5M | $4.1M | 12 | 0 |
| Mar 2023 | $638.6M | $634.5M | $4.1M | 12 | 0 |
| Nov 2022 | $685.7M | $680.9M | $4.7M | 11 | 0 |
| Mar 2022 | $685.7M | $680.9M | $4.7M | 11 | 0 |
| Mar 2021 | $558.6M | $553.9M | $4.7M | 11 | 0 |
| Jun 2020 | $448.2M | $443.3M | $4.9M | 10 | 0 |
| Mar 2020 | $448.2M | $443.3M | $4.9M | 10 | 0 |
| Jul 2019 | $333.2M | $328.9M | $4.3M | 9 | 0 |
| Mar 2019 | $333.2M | $328.9M | $4.3M | 9 | 0 |
| Mar 2018 | $299.5M | $295.6M | $3.9M | 9 | 0 |
| Oct 2017 | $215.1M | $208.4M | $6.7M | 8 | 0 |
| Sep 2017 | $215.1M | $208.4M | $6.7M | 8 | 129 |
| Jul 2017 | $215.1M | $208.4M | $6.7M | 8 | 129 |
| Jul 2017 | $215.1M | $208.4M | $6.7M | 8 | 129 |
| Jul 2017 | $215.1M | $208.4M | $6.7M | 7 | 129 |
| May 2017 | $215.1M | $208.4M | $6.7M | 8 | 129 |
| Apr 2017 | $215.1M | $208.4M | $6.7M | 7 | 129 |
| Mar 2017 | $215.1M | $208.4M | $6.7M | 7 | 129 |
| Mar 2017 | $215.1M | $208.4M | $6.7M | 7 | 129 |
| Aug 2016 | $170.4M | $170.4M | $0 | 7 | 100 |
| May 2016 | $170.4M | $170.4M | $0 | 6 | 100 |
| May 2016 | $170.4M | $170.4M | $0 | 6 | 100 |
| Apr 2016 | $170.4M | $170.4M | $0 | 6 | 100 |
| Mar 2016 | $170.4M | $170.4M | $0 | 6 | 100 |
| Mar 2016 | $170.4M | $170.4M | $0 | 6 | 100 |
| Oct 2015 | $136.8M | $136.8M | $0 | 6 | 26 |
| Mar 2015 | $136.8M | $136.8M | $0 | 2 | 26 |
| Mar 2015 | $136.8M | $136.8M | $0 | 2 | 26 |
| Jun 2014 | $122.6M | $122.6M | $0 | 2 | 26 |
| Apr 2014 | $122.6M | $122.6M | $0 | 2 | 26 |
| Mar 2014 | $122.6M | $122.6M | $0 | 2 | 26 |
DateDec 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$4.2M
Employees19
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$4.2M
Employees19
Clients0
DateJan 2025
Total AUM$769.7M
Discretionary$765.6M
Non-Disc.$4.1M
Employees16
Clients0
DateJan 2025
Total AUM$769.7M
Discretionary$765.6M
Non-Disc.$4.1M
Employees16
Clients0
DateNov 2024
Total AUM$769.7M
Discretionary$765.6M
Non-Disc.$4.1M
Employees16
Clients0
DateMar 2024
Total AUM$769.7M
Discretionary$765.6M
Non-Disc.$4.1M
Employees16
Clients0
DateSep 2023
Total AUM$638.6M
Discretionary$634.5M
Non-Disc.$4.1M
Employees12
Clients0
DateAug 2023
Total AUM$638.6M
Discretionary$634.5M
Non-Disc.$4.1M
Employees12
Clients0
DateMar 2023
Total AUM$638.6M
Discretionary$634.5M
Non-Disc.$4.1M
Employees12
Clients0
DateNov 2022
Total AUM$685.7M
Discretionary$680.9M
Non-Disc.$4.7M
Employees11
Clients0
DateMar 2022
Total AUM$685.7M
Discretionary$680.9M
Non-Disc.$4.7M
Employees11
Clients0
DateMar 2021
Total AUM$558.6M
Discretionary$553.9M
Non-Disc.$4.7M
Employees11
Clients0
DateJun 2020
Total AUM$448.2M
Discretionary$443.3M
Non-Disc.$4.9M
Employees10
Clients0
DateMar 2020
Total AUM$448.2M
Discretionary$443.3M
Non-Disc.$4.9M
Employees10
Clients0
DateJul 2019
Total AUM$333.2M
Discretionary$328.9M
Non-Disc.$4.3M
Employees9
Clients0
DateMar 2019
Total AUM$333.2M
Discretionary$328.9M
Non-Disc.$4.3M
Employees9
Clients0
DateMar 2018
Total AUM$299.5M
Discretionary$295.6M
Non-Disc.$3.9M
Employees9
Clients0
DateOct 2017
Total AUM$215.1M
Discretionary$208.4M
Non-Disc.$6.7M
Employees8
Clients0
DateSep 2017
Total AUM$215.1M
Discretionary$208.4M
Non-Disc.$6.7M
Employees8
Clients129
DateJul 2017
Total AUM$215.1M
Discretionary$208.4M
Non-Disc.$6.7M
Employees8
Clients129
DateJul 2017
Total AUM$215.1M
Discretionary$208.4M
Non-Disc.$6.7M
Employees8
Clients129
DateJul 2017
Total AUM$215.1M
Discretionary$208.4M
Non-Disc.$6.7M
Employees7
Clients129
DateMay 2017
Total AUM$215.1M
Discretionary$208.4M
Non-Disc.$6.7M
Employees8
Clients129
DateApr 2017
Total AUM$215.1M
Discretionary$208.4M
Non-Disc.$6.7M
Employees7
Clients129
DateMar 2017
Total AUM$215.1M
Discretionary$208.4M
Non-Disc.$6.7M
Employees7
Clients129
DateMar 2017
Total AUM$215.1M
Discretionary$208.4M
Non-Disc.$6.7M
Employees7
Clients129
DateAug 2016
Total AUM$170.4M
Discretionary$170.4M
Non-Disc.$0
Employees7
Clients100
DateMay 2016
Total AUM$170.4M
Discretionary$170.4M
Non-Disc.$0
Employees6
Clients100
DateMay 2016
Total AUM$170.4M
Discretionary$170.4M
Non-Disc.$0
Employees6
Clients100
DateApr 2016
Total AUM$170.4M
Discretionary$170.4M
Non-Disc.$0
Employees6
Clients100
DateMar 2016
Total AUM$170.4M
Discretionary$170.4M
Non-Disc.$0
Employees6
Clients100
DateMar 2016
Total AUM$170.4M
Discretionary$170.4M
Non-Disc.$0
Employees6
Clients100
DateOct 2015
Total AUM$136.8M
Discretionary$136.8M
Non-Disc.$0
Employees6
Clients26
DateMar 2015
Total AUM$136.8M
Discretionary$136.8M
Non-Disc.$0
Employees2
Clients26
DateMar 2015
Total AUM$136.8M
Discretionary$136.8M
Non-Disc.$0
Employees2
Clients26
DateJun 2014
Total AUM$122.6M
Discretionary$122.6M
Non-Disc.$0
Employees2
Clients26
DateApr 2014
Total AUM$122.6M
Discretionary$122.6M
Non-Disc.$0
Employees2
Clients26
DateMar 2014
Total AUM$122.6M
Discretionary$122.6M
Non-Disc.$0
Employees2
Clients26