RIA Intel›Advisers›Georgia›QUADRAM CAPITAL LLC

QUADRAM CAPITAL LLC

Advisory

GA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$85K

across 10 accounts

AUM per adviser

$850K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$850K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$850K

Discretionary AUM$850K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA, NJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

9 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

OPENHANDED WEALTH LLC

$854K

MERANTI CAPITAL PARTNERS, INC.

$855K

MCC WEALTH INFLUENCERS LLC

$865K

OPPENHEIMERFUNDS INC

$828K

STEWARDSHIP EDGE CAPITAL, LLC

$800K

P. G. EARL INVESTMENT ADVISERS, L.L.C.

$800K

Get the full picture on QUADRAM CAPITAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track QUADRAM CAPITAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans