# QUEST CAPITAL STRATEGIES, INC.

QUEST CAPITAL STRATEGIES, INC. of LAKE FOREST, CA is an SEC-registered investment adviser.

## Registration

- CRD: 16783
- Type: SEC-registered investment adviser
- SEC file number: 801-77927
- Location: 23832 ROCKFIELD BLVD., SUITE 130, LAKE FOREST, CA, 92630
- Phone: 949-830-4885
- Latest filing: 2019-10-24
- Regulatory AUM: $23.8M
- Discretionary AUM: $23.8M
- Clients: 7
- Accounts: 105

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| TSAI CAROLYNE | CEO, CCO, OFFICE MANAGER; CEO, FIN OP, OFFICE MANAGER; CFO, FIN OP (+2 more) | — |
| CAREY ROBERT EUGENE | COMPLIANCE OFFICER | — |
| YUEN KENNETH | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | — |
| NIKOLSON JOSEPH | CCO; CEO; CEO, CCO (+1 more) | — |
| MELTON JAMES THOMAS | CEO; CHIEF COMPLIANCE OFFICER | — |
| PFENDLER LAURALEA DAWN | CHIEF COMPLIANCE OFFICER | — |
| TRAYNOR TERRY SHAWN | COMPLIANCE OFFICER | — |
| FORBES TIFFANY KAY | DEPUTY CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/16783/brochure
- Similar advisers: https://search.stillhousedata.com/firm/16783/similar
- Related entities: https://search.stillhousedata.com/firm/16783/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/16783

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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.