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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- ZenithVertex +more
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID BLAIR
Chief Executive Officer, Principal
- CRD
- #4442248
- Ownership
- 75% or more
ROBERT CECIL ALSTON JR
Partner, SENIOR COMPLIANCE OFFICER
- CRD
- #2480962
- Ownership
- Less than 5%
Fusion momentum
Unison meridian
- CRD
- #74275
- Ownership
- 24.1%
Showing 2 of 5 owners & executives
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TIMOTHY MICAH FOSTER
Wealth Advisor
- CRD
- #7310433
Delonte Harrell
--
- CRD
- #7652469
Delta glacier
Unison focus
- CRD
- #23304
Showing 2 of 16 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
Total SMA Asset: $1,340,491,684
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $144,843,645 | 8.2% |
| Municipal Bonds | $266,724,274 | 15.1% |
| Public Funds | $370,941,043 | 21.0% |
| Cash | $173,105,820 | 9.8% |
| U.S. Government/Agency | $453,961,181 | 25.7% |
| Corporate - Investment Grade | $356,809,957 | 20.2% |
| Total | $1,766,385,920 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION FOCUS | BEACON PATHWAY | ZPTVCHC7Q | PKHKP | 0.87% | $68,670,674 |
| VALUE ATLAS | PRIME CREST | SNVEH8C6M | ZDFE | 7.00% | $88,182,943 |
| VERTEX INSIGHT MOMENTUM | TIMBER PIONEER | FDQWMNZ1K | DPQXZ | 3.21% | $16,292,561 |
| FRONTIER NORTH | TIMBER CATALYST | FTDTLGNPW | DEVF | 7.51% | $95,314,073 |
| FOCUS PIONEER | WAVE RADIAL | 6YXIRQDOK | JYGD | 6.77% | $16,114,217 |
| NORTH CAPITAL ZENITH | UNISON VERTEX | PVT6GM1H4 | SIVOM | 5.51% | $49,786,643 |
| FRONTIER CATALYST SUMMIT | PATHWAY FOUNDATION | 96LO2LH5B | GGXA | 11.52% | $34,695,993 |
| SIGNAL MOMENTUM | WAVE MATRIX | F349N63UR | UOXEF | 6.07% | $99,502,160 |