# QUADCAP WEALTH MANAGEMENT, LLC

QUADCAP WEALTH MANAGEMENT, LLC of FRISCO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 151490
- Type: SEC-registered investment adviser
- SEC file number: 801-79483
- Location: 2600 NETWORK BLVD, SUITE 300, FRISCO, TX, 75034
- Phone: 972-818-2400
- Latest filing: 2026-03-30
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.3B
- Non-discretionary AUM: $4.2M
- Clients: 23
- Accounts: 1,974

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| David Blair | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | Gaithersburg, MD |
| Denise June Brochu | CHIEF COMPLIANCE OFFICER | — |
| Cortnie Lomas Rodriguez | VICE PRESIDENT | — |
| Natalie Katherine Lomas | CHIEF OPERATING OFFICER | — |
| Robert Cecil Alston | PARTNER/SENIOR COMPLIANCE OFFICER | — |
| Kelly M Baker | OCCO/CCO | — |
| BLAIR DAVID | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| ALSTON ROBERT CECIL | CHIEF COMPLIANCE OFFICER; SENIOR FIXED INCOME PORTFOLIO MANAGER | — |
| HARPER MEGAN RAE | CHIEF COMPLIANCE OFFICER | — |
| KNODE ROBERT CHARLES | SENIOR WEALTH MANAGER | — |
| RODRIGUEZ CORTNIE LOMAS | VICE PRESIDENT | — |
| Lomas Natalie Katherine | CHIEF OPERATING OFFICER | — |
| BAKER KELLY M | OCCO/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151490/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151490/similar
- Related entities: https://search.stillhousedata.com/firm/151490/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151490

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.