Quest Capital Management, Inc. is a large advisory firm based in Dallas. It manages $952.83 million of regulatory assets for 1,793 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arkansas, California, Colorado, and 7 other states.
Quest Capital Management provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Quest Capital Management, Inc. is $952.83 million. The firm's AUM has grown by 132% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Quest Capital Management, Inc. for their services and products based on a percentage of assets under management, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Kalita Beck Blessing is high net worth individuals with 249 clients and $839.21 million of assets under management. Among the 10 most similar advisory firms, Quest Capital Management has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $952.83 million for 537 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Quest Capital Management doesn't advise any private funds.
The company employs 21 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. 13 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Kalita Beck Blessing has been acting as President since 1 Jan 2011. Larry Chandler Ferguson joined the executive team most recently as the Shareholder.
The principal office where Quest Capital Management, Inc. performs its advisory services is located at 8117 Preston Road, Suite 700, Dallas, TX 75225, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-691-6090 or by fax 214-691-7240. The normal business hours are mon-thur 8:30 am - 5:30 pm fri- 8:30am-4:00pm on Monday - Friday. You can find more information about the New York firm at questadvisor.com.