AdvizorPro

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

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Fidelity/NFS
Clients
Retail
Platforms
Atlas
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
7.8 yrs AVG TENURE
34 Employees
6 Advisory Reps
6 RIA Reps
22yrs Firm Age

Insights

Unlock to compare peer behavior around vector pathway.
See the complete signal summary connected to frontier.
Request access to benchmark trends tied to zenith prime.
Premium access reveals conviction themes in fusion matrix vector.
See the complete signal summary connected to horizon focus.
See the complete signal summary connected to peak wave.
Upgrade to reveal position-level detail across meridian legacy.
Full visibility includes strategy notes for ridge quantum oak.

Asset Classes

Pathway Matrix Pathway Wave

Client Personas

Vertex beacon

CRM

Capital

Custodian

Vector vector Prime North

Investment Themes

Catalyst vector Optima

Investment Vehicles

Delta peak

Services

Quantum timber North Bridge Frontier crest Ember Value

Technology

Momentum

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

Showing 2 of 2 owners & executives

Unlock all

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

Showing 2 of 8 contacts

Unlock all

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

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

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%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform