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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-30-2009
- Office Locations
- 1
Office Locations
About Quadcap Wealth Management, LLC
QuadCap Wealth Management is a Frisco, TX RIA delivering high-touch, year-round wealth management for clients with growing net worth and complex needs. The firm pairs investment management with retirement, estate and legacy planning, family office support, tax planning/prep, and employee benefits guidance. Portfolios lean heavily on ETFs alongside core fixed income. Works with clients across 42 states and custody includes Schwab and Interactive Brokers.
Reported data analysis
What the numbers show
Between December 12, 2025 and September 16, 2026, reported AUM increased 17.9%, from $1.1B to $1.3B.
Across 5 reported observations, AUM increased 95.5% between November 9, 2022 and September 16, 2026, from $685.7M to $1.3B.
Of the latest reported AUM, 99.7% is discretionary and 0.3% is non-discretionary.
The firm reports 18 advisory representatives and 582 clients, or 32.3 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on September 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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The full Quadcap Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID BLAIR
Chief Executive Officer, Principal
- CRD
- #4442248
- Ownership
- 75% or more
ROBERT CECIL ALSTON JR
Partner
- CRD
- #2480962
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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TIMOTHY MICAH FOSTER
Wealth Advisor
- CRD
- #7310433
Delonte Harrell
--
- CRD
- #7652469
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,336,322,874 | $677,305 |
| Non-Discretionary | $4,168,810 | $4,168,810 |
| Total | $1,340,491,684 | $679,074 |
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Separately Managed Accounts
SMA allocation detail is available
Quadcap Wealth Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Quadcap Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.