QUADCAP WEALTH MANAGEMENT, LLC

CRD 151490File 801-79483

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.34B

Above cohort median (national)

Discretionary AUM

$1.34B

Non-discretionary $4.2M

Clients

582

1,974 accounts

Employees

Top 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Apr 17, 2014
Principal office: 2600 NETWORK BLVD, SUITE 300, FRISCO, TX, 75034
Phone: 972-818-2400
Website: HTTP://WWW.QUADCAPWM.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.34B
Discretionary AUM: $1.34B
Non-discretionary AUM: $4.2M
Discretionary accounts: 1,973
Non-discretionary accounts: 1
Total accounts: 1,974
AUM per client: $2.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$9.7M
High net worth individuals	294	$1.27B
Pension and profit sharing plans	Fewer than 5	$2.3M
Individuals (other than high net worth individuals)	288	$59.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
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: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.