QuadCap Wealth Management, LLC Employee Directory

Financial ServicesTexas, United States11-50 Employees

QuadCap Wealth Management, LLC is a boutique financial planning firm located in Frisco, Texas. At QuadCap Wealth Management, we provide a truly personal, proactive, and comprehensive financial planning service to individuals and families. With a true passion for our work, our goal is to build lifelong relationships with our unparalleled level of service and quality of advice.

The QuadCap founders possess a unique blend of investment experience. This combination of traditional and non-traditional backgrounds allow us to view the marketplace with truly open eyes.  With this perspective, we are able to create a diverse asset mix with vetted and evaluated products for the individual investor. Visit our website for more information.

Find QuadCap Wealth Management, LLC employees' phone numbers or email addresses

QuadCap Wealth Management, LLC Global Highlights

Location
Employees

North America
29

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  • United States Of America
    29

QuadCap Wealth Management, LLC's Leadership

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    D. B.
    Chief Executive Officer
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    C. L. R.
    Chief Financial Officer / Senior Vice President / Partner
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    M. S.
    Vice President Of Wealth Management
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    R. A.
    Senior Fixed-Income Portfolio Strategist/Chief Compliance Officer
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    C. L.
    Partner And Vice President
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    J. B.
    Senior Partner
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    C. G.
    Director Of Investments
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    C. P.
    Director Of Operations
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Contact profiles from QuadCap Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
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    A. R.
    Tax Manager
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    United StatesTexas
    Oct 27, 2025
  • Stylized image of a person
    C. P.
    Senior Wealth Advisor
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    United StatesTexas
    Oct 24, 2025
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    M. H.
    Senior Wealth Advisor
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    United StatesTexas
    Nov 18, 2025
  • Stylized image of a person
    M. L.
    Senior Wealth Advisor
    Phone icon
    United StatesTexas
    Oct 22, 2025
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    D. S.
    Senior Tax Accountant
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    Sep 11, 2025
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    S. H.
    Paraplanner
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    United StatesTexas
    May 15, 2025
  • Stylized image of a person
    L. L.
    Tax Staff
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    United StatesTexas
    Aug 07, 2025
  • Stylized image of a person
    J. B.
    Operations Consultant
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    United StatesTexas
    Nov 15, 2025
  • Stylized image of a person
    B. O.
    Paraplanner
    Phone icon
    United StatesTexas
    Oct 17, 2025

Frequently Asked Questions

What is QuadCap Wealth Management, LLC known for?

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QuadCap Wealth Management, LLC was founded in 2009 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore QuadCap Wealth Management, LLC's company overview page for more information.

What is QuadCap Wealth Management, LLC's most common email format?

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QuadCap Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more QuadCap Wealth Management, LLC email formats with LeadIQ.

How many employees does QuadCap Wealth Management, LLC have currently?

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QuadCap Wealth Management, LLC has approximately 25 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are QuadCap Wealth Management, LLC's key employees and leadership?

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As of December 2025, QuadCap Wealth Management, LLC's key employees include:

  • Chief Executive Officer: D. B.
  • Chief Financial Officer / Senior Vice President / Partner: C. L. R.
  • Vice President Of Wealth Management: M. S.
  • Senior Fixed-Income Portfolio Strategist/Chief Compliance Officer: R. A.
  • Partner And Vice President: C. L.

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