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QuadCap Wealth Management, LLC Employee Directory

Financial ServicesTexas, United States11-50 Employees

QuadCap Wealth Management, LLC is a boutique financial planning firm based in Frisco, Texas. It offers personal, proactive, and comprehensive financial planning for individuals and families, supporting long-term financial well-being through tailored guidance and ongoing service. The firm emphasizes continuous client engagement and a focus on service that fosters lasting relationships.

The founders bring a blend of traditional and non-traditional investment backgrounds, enabling a broad view of the market. This perspective supports the construction of diversified asset allocations and evaluation of a range of products for individual investors. Positioned within the financial services sector, QuadCap presents itself as a locally oriented firm that prioritizes a personal, relationship-based approach to wealth management in the Frisco area.

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

QuadCap Wealth Management, LLC Global Highlights

Location
Employees

North America
30

Minus sign iconPlus sign icon
  • United States Of America
    30

QuadCap Wealth Management, LLC's Leadership

  • Stylized image of a person
    C. L. R.
    Chief Financial Officer / Senior Vice President / Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. S.
    Vice President Of Wealth Management
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. A.
    Senior Fixed-Income Portfolio Strategist/Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. L.
    Partner And Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. B.
    Senior Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. P.
    Director Of Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. J.
    Director, Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. S.
    Assistant Tax Manager
    Phone icon
    Mobile Phone

QuadCap Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Business
  • Finance
  • Legal
  • Other

Contact profiles from QuadCap Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. A.
    Senior Fixed-Income Portfolio Strategist/Chief Compliance Officer
    Phone icon
    Mobile Phone
    United StatesMichigan
    Jun 08, 2026
  • Stylized image of a person
    C. L.
    Partner And Vice President
    Phone icon
    Mobile Phone
    UNITED STATES
    Jun 08, 2026
  • Stylized image of a person
    J. B.
    Senior Partner
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 23, 2024
  • Stylized image of a person
    M. S.
    Vice President Of Wealth Management
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    C. P.
    Director Of Operations
    Phone icon
    Mobile Phone
    United States
    May 30, 2026
  • Stylized image of a person
    N. J.
    Director, Operations
    Phone icon
    Mobile Phone
    Jun 03, 2026
  • Stylized image of a person
    D. S.
    Assistant Tax Manager
    Phone icon
    Mobile Phone
    Jan 27, 2026
  • Stylized image of a person
    A. R.
    Tax Manager
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Apr 16, 2026
  • Stylized image of a person
    C. L. R.
    Chief Financial Officer / Senior Vice President / Partner
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Apr 16, 2026

Frequently Asked Questions

What is QuadCap Wealth Management, LLC known for?

Minus sign iconPlus sign iconQuadCap Wealth Management, LLC was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in Frisco, Texas 75034 United States; you can contact the main corporate office by phone at
+1-877-782-****
. Explore QuadCap Wealth Management, LLC's company overview page for more information.

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

Minus sign iconPlus sign iconQuadCap 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?

Minus sign iconPlus sign iconQuadCap Wealth Management, LLC has approximately 23 employees as of June 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of June 2026, QuadCap Wealth Management, LLC's key employees include:

  • 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.
  • Senior Partner: J. B.

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