Chief Executive Officer · Quadcap Wealth Management, LLC
David Blair
CRD 4442248 · Named on Form ADV at one SEC-registered adviser
At a glance
Quadcap Wealth Management, LLC, an SEC-registered wealth manager based in Frisco, TX with $1.3 billion in regulatory assets, lists David Blair on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- Quadcap Wealth Management, LLCChief Executive OfficerWealth manager · Frisco, TX · $1.3B in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Denise J. BrochuChief Compliance Officer, Quadcap Wealth Management, LLC
- Cortnie L. RodriguezSVP, Partner, CFO, Quadcap Wealth Management, LLC
- Natalie K. LomasChief Operating Officer, SR. Compliance Officer, Quadcap Wealth Management, LLC
- Robert C. AlstonPartner/director of Asset Allocation, Quadcap Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.