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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 31 | 26 | decreased by5 |
| Mar 1, 2026 | Clients | 489 | 417 | decreased by72 |
| Mar 1, 2026 | AUM | $4,661,729,458 | $5,400,048,804 | increased by$738,319,346 |
| Mar 1, 2026 | Accounts | 2,454 | 2,095 | decreased by359 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 25 | 31 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 357 | 489 | increased by132 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,018,105,133 | $4,661,729,458 | increased by$1,643,624,325 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,827 | 2,454 | increased by627 |
| Apr 1, 2022 | Clients | 257 | 357 | increased by100 |
| Apr 1, 2022 | AUM | $2,005,648,659 | $3,018,105,133 | increased by$1,012,456,474 |
| Apr 1, 2022 | Accounts | 1,283 | 1,827 | increased by544 |
| Mar 1, 2022 | Employees | 19 | 25 | increased by6 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CONSTELLATION WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CONSTELLATION WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.