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FOUR QUADRANT WEALTH ADVISORS, INC.
CRD 130753File 801-126014
APPROVED
Retail clients
Custody
Filing as of Feb 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$219.0M
Below cohort median (national)
Discretionary AUM
$219.0M
Clients
100
552 accounts
Employees
34
Bottom 25% of cohort in IN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 1, 2022
- Principal office
- 11939 N MERIDIAN ST, STE 225, CARMEL, IN, 46032
- Phone
- 877-441-5144
- Website
- https://www.4quadrant.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $219.0M
- Discretionary AUM
- $219.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 552
- Non-discretionary accounts
- 0
- Total accounts
- 552
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 62 | $204.5M |
| Individuals (other than high net worth individuals) | 38 | $14.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.