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Four Quadrant Wealth Advisors, Inc.

Four Quadrant Wealth Advisors, Inc.. CRD 130753

Four Quadrant Wealth Advisors, Inc. logo

CRD: 130753

Four Quadrant Wealth Advisors, Inc.

Carmel, IN, 46032
8774415144
www.fourquadrantsadvisory.com
$219.0M Total AUM
$219.0M Disc. AUM
20.2% 3Y CAGR
34 Employees
100 ADV. Clients
22 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail
Platforms
--
Established Date
03-23-2004
Office Locations
3

Office Locations

11939 N Meridian ST STE 225 Carmel IN
9645 Counselors ROW Indianapolis IN
-- Indianapolis IN

About Four Quadrant Wealth Advisors, Inc.

Four Quadrants Wealth Advisors provides integrated financial planning, tax management/accounting, and practice transition/succession planning tailored to dentists and dental practice owners. The team reviews both personal and practice finances to address cash-flow and tax-time issues, and builds portfolios that lean heavily on ETFs. They also host live “Master the Business Side of Dentistry” events in cities nationwide.

Team overview

43 AVG AGE
$36.5M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
7.9 yrs AVG TENURE
34 Employees
6 Advisory Reps
6 RIA Reps
22yrs Firm Age

Insights

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Asset Classes

Pathway Matrix Pathway Wave

CRM

Capital

Custodian

Vector vector

Investment Themes

Catalyst vector

Investment Vehicles

Delta peak

Services

Quantum timber North Bridge Frontier crest Ember Value

Owner & Executives

J

JASON RYAN SMITH

President

CRD
#3180180
Ownership
75% or more
(772) 585-6798
fusion.matrix@northcapital.com
in linkedin.com/in/meridian-catalyst
B

BROGAN D BAXTER

Chief Compliance Officer, Chief Operating Officer

CRD
#4790947
Ownership
5% but less than 10%
(636) 577-3980
optima.matrix@atlascapital.com
in linkedin.com/in/focus-north

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Contacts

Matthew Dwayne Bates

Matthew Dwayne Bates

Certified Financial Planner

CRD
#4916277
(607) 737-3142
alpha.signal@focuscapital.com
in linkedin.com/in/timber-momentum
W

William Gregory Chrisman

Analyst, Paraplanner

CRD
#7258446
(472) 692-6073
vital.wave@peakcapital.com
in linkedin.com/in/eagle-signal
O

Optima foundation

Bridge foundation

CRD
#14023
(771) 809-5144
glacier.summit@ridgecapital.com
in linkedin.com/in/meridian-vital

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-25-2022
02-10-2023
09-26-2024
10-23-2025
02-18-2026
Category Assets AVG. Account size
Discretionary $219,022,260 $396,779
Non-Discretionary $0 --
Total $219,022,260 $396,779

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Separately Managed Accounts

Total SMA Asset: $219,022,260

$219.0M Total SMA
Equity - Exchange:
8.7%
Public Funds:
27.8%
Cash:
22.1%
U.S. Government/Agency:
41.4%
Asset class Assets Assets %
Equity - Exchange $299,571,126 8.7%
Public Funds $957,250,264 27.8%
Cash $760,979,527 22.1%
U.S. Government/Agency $1,425,545,358 41.4%
Total $3,443,346,275 100.0%

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