← Directory
CONSTELLATION WEALTH ADVISORS
Legal name: QUADRANT CAPITAL GROUP LLC
CRD 147253File 801-69216
APPROVED
Retail clients
Custody
Filing as of Jul 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.40B
Top 25% of cohort (national)
Discretionary AUM
$5.35B
Non-discretionary $52.1M
Clients
417
2,095 accounts
Employees
26
Top 10% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 28, 2008
- Principal office
- 255 EAST FIFTH ST., SUITE 3000, CINCINNATI, OH, 45202
- Phone
- 513-871-5500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.40B
- Discretionary AUM
- $5.35B
- Non-discretionary AUM
- $52.1M
- Discretionary accounts
- 2,038
- Non-discretionary accounts
- 57
- Total accounts
- 2,095
- AUM per client
- $12.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $16.7M |
| Charitable organizations | Fewer than 5 | $24.2M |
| High net worth individuals | 356 | $4.16B |
| Pooled investment vehicles | 4 | $1.19B |
| Individuals (other than high net worth individuals) | 47 | $11.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Subscription fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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.