$1.8M Total AUM
$1.8M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-26-2013
- Office Locations
- 1
Office Locations
-- Sugar Land TX
About Quantact Capital Advisors LLC
Quantact Capital Advisors LLC is a Sugar Land, TX registered investment adviser serving retail clients, including entrepreneurs. The firm provides financial and estate planning, insurance/risk management, and portfolio construction with an active asset-allocation approach. Portfolios are primarily ETF-based, with cash used as a sleeve. Custody includes Interactive Brokers.
Team overview
-- AVG AGE
$1.8M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
9.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
F
FAHD LAKHANI
Chief Compliance Officer, Managing Member
- CRD
- #5527093
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,831,796 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,831,796 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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