Investment adviser · CRD 114690
QUEST CAPITAL MANAGEMENT, INC.
Investment adviser filing (IA)
QUEST CAPITAL MANAGEMENT LLC
DALLAS, TX, United States · Form ADV filed Mar 22, 2022
- Regulatory AUM
- $1.23B Form ADV · Item 5.F
- Client accounts
- 1,891 Accounts, not individual clients
- Employees
- 24 Reported in this filing
- Advisory professionals
- 13 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 299 | $1,127,784,661 | 92.0% |
| Individuals | 242 | $97,604,243 | 8.0% |
Filing source
Form ADV 1610345 · Mar 22, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 22, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed · Commissions
Principal office
8117 PRESTON ROAD, SUITE 700DALLAS, TX, 75225, United States
CRD 114690
Filing source
Form ADV 1610345 · Mar 22, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.