AdvisorCensus / Financial advisors / Ohio / Cincinnati / Constellation Wealth Advisors
Constellation Wealth Advisors
Filed as CONSTELLATION WEALTH ADVISORS · Legal name Quadrant Capital Group LLC
Constellation Wealth Advisors is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 2008, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 30, 2026.
Quick answers
From the filingHow is Constellation Wealth Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Constellation Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees); performance-based fees.
Where is Constellation Wealth Advisors located?
Constellation Wealth Advisors' principal office is in Cincinnati, OH, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Constellation Wealth Advisors registered with the SEC or a state?
Constellation Wealth Advisors is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 147253.
How much does Constellation Wealth Advisors manage?
Constellation Wealth Advisors reports $5,400,048,804 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (99% discretionary).
How have Constellation Wealth Advisors' assets and staff changed since 2021?
In the Form ADV data for Constellation Wealth Advisors: Regulatory assets under management: $2,005,648,659 in the October 2021 data and $5,400,048,804 in the October 2026 data, up 169%. Total employees: 19 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Constellation Wealth Advisors serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (356); individuals (other than high net worth individuals) (47); corporations or other businesses not listed above (6).
Which custodians does Constellation Wealth Advisors use?
Constellation Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Constellation Wealth Advisors report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/147253
Does Constellation Wealth Advisors state an account minimum?
Its Form ADV Part 2A brochure dated July 30, 2026 says: "The minimum client relationship size is generally $2,000,000 but amounts are negotiable."
What changed in Constellation Wealth Advisors' recent Form ADV filings?
In the August 2026 filing data: Added an office in Nashville, TN. No longer lists an office in Franklin, TN.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum client relationship size is generally $2,000,000 but amounts are negotiable.
Minimum annual fee: $20,000
The brochure's wording
The firm has a standard minimum annual fee of $20,000, which is payable quarterly.
As stated in the firm's Form ADV Part 2A brochure dated July 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$5,400,048,804 as of October 2026, filing dated July 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Quadrant Capital Group LLC
- Also doing business as
- QUADRANT FAMILY WEALTH ADVISORS, QUADRANT PRIVATE CAPITAL SOLUTIONS
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2008 (18 years)
- Employees
- Total: 26. Performing investment advisory functions: 20.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the August 2026 filing
- States registered or notice-filed
-
13 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $5,400,048,804 | 26 | July 30, 2026 |
| October 2025 | $4,661,729,458 | 31 | March 31, 2025 |
| October 2024 | $3,900,159,084 | 31 | September 20, 2024 |
| October 2023 | $3,047,335,087 | 30 | July 28, 2023 |
| October 2022 | $3,018,105,133 | 25 | July 5, 2022 |
| October 2021 | $2,005,648,659 | 19 | August 31, 2021 |
Regulatory assets under management: $2,005,648,659 in the October 2021 data and $5,400,048,804 in the October 2026 data, up 169%.
Total employees: 19 in October 2021 and 26 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Added an office in Nashville, TN.
- No longer lists an office in Franklin, TN.
- March 2026
- Employees performing advisory functions went from 23 to 20.
- Regulatory assets under management went from $4,661,729,458 to $5,400,048,804 (+16%).
- No longer lists an office in Cincinnati, OH.
- Updated its list of owners and control persons (Schedule A).
- January 2026
- No longer registered or notice-filed in NC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Constellation Wealth Advisors (CRD 147253): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/constellation-wealth-advisors-cincinnati-oh-147253