RIA Intel›Advisers›Texas›QUEST CAPITAL MANAGEMENT LLC

QUEST CAPITAL MANAGEMENT LLC

Advisory

N·DALLAS, TX

Data as of Mar 22, 2022 · Source: SEC Form ADV

Total AUM

$1.2B

1-Year AUM Growth

0.0%

3-Year CAGR

+8.8%

Employees

13

Assets Under Management

Total AUM$1.2B

Discretionary AUM$1.1B

Non-Discretionary AUM$158M

Discretionary %87.1%

Total Clients—

Team

Total Employees13

Investment Advisers24

Employee Growth (1Y)—

Filing History

Total Filings on Record47

First FilingNov 16, 2001

Latest FilingMar 22, 2022

🔒 Full AUM trend chart and 47 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on QUEST CAPITAL MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.