# Constellation Wealth Advisors

> 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.

- CRD: 147253
- Filed as: CONSTELLATION WEALTH ADVISORS
- 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)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147253
- AdvisorCensus page: https://advisorcensus.com/firm/constellation-wealth-advisors-cincinnati-oh-147253

## Quick answers

**How 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

### Compensation (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

### Fees and minimums (Form ADV Part 2A brochure dated July 30, 2026)

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> The minimum client relationship size is generally $2,000,000 but amounts are negotiable.

- Minimum annual fee: $20,000

> The firm has a standard minimum annual fee of $20,000, which is payable quarterly.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $5,400,048,804
- Discretionary: $5,347,901,958
- Non-discretionary: $52,146,846

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $11,058,577 |
| High net worth individuals | 356 | $4,157,144,969 |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $1,190,953,529 |
| Charitable organizations | 4 | $24,240,043 |
| Corporations or other businesses not listed above | 6 | $16,651,686 |

### 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

### Firm details
- Registered since: 2008 (18 years)
- Employees: 26 total, 20 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, GA, IL, IN, KY, LA, OH, PA, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Nashville, TN

### Websites listed on Form ADV (Item 1.I)
- constellation-wealth.com
- quadrantpcs.com
- quadrantwealth.com
- share.google/fhy6jJWSiYnIC3rwL
- share.google/zbeOnjsgy7Hg5C2KF
- LinkedIn @constellation-wealth
- LinkedIn @quadrant-pc
- LinkedIn @constellation-wealth-advisors-nashville-tn

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,005,648,659 | 19 | August 31, 2021 |
| October 2022 | $3,018,105,133 | 25 | July 5, 2022 |
| October 2023 | $3,047,335,087 | 30 | July 28, 2023 |
| October 2024 | $3,900,159,084 | 31 | September 20, 2024 |
| October 2025 | $4,661,729,458 | 31 | March 31, 2025 |
| October 2026 | $5,400,048,804 | 26 | July 30, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Constellation Wealth Advisors (CRD 147253): Form ADV filing data as of October 2026.