Private fund adviser · Montgomery, TX
Quattro Financial Advisors
Quattro Financial Advisors LLC · SEC-registered investment adviser · CRD 284852 · SEC 801-108263
At a glance
Quattro Financial Advisors is an SEC-registered investment adviser based in Montgomery, Texas, with $1.7 billion in regulatory assets under management as of its Form ADV filed July 21, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 19 individual clients. By Form ADV it is a private fund adviser, ranked 1,839th of 4,686 private fund advisers and 4,038th of 17,210 SEC-registered advisers by assets.
Main office 281-323-4007quattrofa.comAs filed on Form ADV
- Regulatory AUM
- $1.7B
- Rank among private fund advisers
- #1,839 of 4,686
- Rank among all SEC RIAs
- #4,038 of 17,210
- Rank in Texas
- #226 of 1,081
- Individual clients
- 19
- High-net-worth clients
- 19
- Accounts
- 296
- Discretionary
- 100% of AUM
- Employees
- 3
- Advisory staff
- 1
- Offices
- 2
Owners and executives on its Form ADV
- Jose Luis LlamasManaging Member
- Yves O. CochezChief Investment Officer
- Laura TorrojaChief Compliance Officer
- Jose ErnestoAssignee of A Membership Interest
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 29 | $1.0B | 63% |
| Corporations or other businesses | 33 | $524M | 32% |
| High-net-worth individuals | 19 | $81M | 5% |
Private funds
Quattro Financial Advisors reports 2 private funds with $1.0B in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Quattro Financial Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗quattrofa.com ↗
AtlasMembers
The full record on Quattro Financial Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 9 years of filings
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- Growth over one, three and five years
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- Rank against 1,931 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Quattro Financial Advisors manage?
Quattro Financial Advisors reports $1.7 billion in regulatory assets under management across 296 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 21, 2026.
What kind of firm is Quattro Financial Advisors?
Quattro Financial Advisors is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Quattro Financial Advisors’s clients?
By assets, its largest client types are pooled investment vehicles ($1.0 billion, 29 clients); corporations or other businesses ($524 million, 33 clients); high-net-worth individuals ($81 million, 19 clients).
Does Quattro Financial Advisors manage private funds?
Yes. It reports 2 private funds with $1.0 billion in gross assets, including other private funds.
Does Quattro Financial Advisors have any disciplinary history?
Quattro Financial Advisors reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Quattro Financial Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-21), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →