QuadCap Wealth Management

QuadCap Wealth Management

QuadCap Wealth Management was founded in 2009 by CEO David Blair with a mission to coordinate comprehensive financial planning under one roof. Based in Frisco, Texas, the firm has expanded to 23 professionals and over 400 client relationships, drawing its clientele predominantly from corporate executives and their families. The firm describes its growth as strictly referral-driven — a claim consistent across its website and marketing materials. QuadCap manages client portfolios through a blend of individual securities and externally managed funds, with a tactical overlay that adjusts exposure based on market conditions. Public commentary by Partner Rob Alston Jr. and Investment Analyst Miguel Rundstrom-Holguin in late 2025 detailed a deliberate rebalancing toward small-cap equities — noting the Russell 2000's breakout that autumn after lagging the S&P 500 since 2021. The firm's investment content also references a broad opportunity set spanning large-cap stocks, fixed income, and exchange-traded funds, though specific underlying manager names or alternative investments are not publicly listed. QuadCap's client footprint stretches across the United States, with no disclosed international offices or non-US investment vehicles. As of January 2025, the firm reported $1.1 billion in assets under management, placing it among the larger independent RIAs in North Texas. The leadership bench includes four named partners: Alston, who leads fixed-income strategy and compliance; COO Natalie Lomas; and CFO Cortnie Lomas Rodriguez. The team also fields multiple Senior Wealth Advisors, tax professionals, and a dedicated operations director — a structure that mirrors the integrated financial-planning model the firm promotes. In December 2025, the firm published a client letter arguing that persistent under-ownership and valuation discounts made small caps a long-term opportunity for investors willing to accept higher volatility. QuadCap's structural distinction lies in architecting a multi-disciplinary private-client practice that bundles wealth management with in-house tax preparation and estate coordination — a configuration that eliminates the fragmentation corporate executives often face when working with separate brokers, CPAs, and attorneys. The firm is registered with the SEC as an investment advisor and restricts its advisory business to states where it holds appropriate licenses or exemptions.