# Four Quadrant Wealth Advisors, Inc.

> Four Quadrant Wealth Advisors, Inc. is an SEC-registered investment advisory firm in Carmel, IN, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 130753
- Filed as: FOUR QUADRANT WEALTH ADVISORS, INC.
- Also doing business as: FOUR QUADRANT ADVISORY, FOUR QUADRANT ADVISORY COMPANIES, FOUR QUADRANT WEALTH ADVISORS, FOUR QUADRANTS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Carmel, IN
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/130753
- AdvisorCensus page: https://advisorcensus.com/firm/four-quadrant-wealth-advisors-inc-carmel-in-130753

## Quick answers

**How is Four Quadrant Wealth Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Four Quadrant Wealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Four Quadrant Wealth Advisors, Inc. charge?**
Its Form ADV Part 2A brochure dated February 18, 2026 states: Flat fee: $8,000 to $30,000 (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Four Quadrant Wealth Advisors, Inc. located?**
Four Quadrant Wealth Advisors, Inc.'s principal office is in Carmel, IN, according to its Form ADV.

**Is Four Quadrant Wealth Advisors, Inc. registered with the SEC or a state?**
Four Quadrant Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 130753.

**How much does Four Quadrant Wealth Advisors, Inc. manage?**
Four Quadrant Wealth Advisors, Inc. reports $219,022,260 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).

**How have Four Quadrant Wealth Advisors, Inc.'s assets and staff changed since 2022?**
In the Form ADV data for Four Quadrant Wealth Advisors, Inc.: Regulatory assets under management: $125,202,577 in the October 2022 data and $219,022,260 in the October 2026 data, up 75%. Total employees: 10 in October 2022 and 34 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Four Quadrant Wealth Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (62); individuals (other than high net worth individuals) (38).

**Which custodians does Four Quadrant Wealth Advisors, Inc. use?**
Four Quadrant Wealth Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Four Quadrant Wealth Advisors, Inc. 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/130753

**Does Four Quadrant Wealth Advisors, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated February 18, 2026 says: "In general, we do not require a minimum dollar amount to open and maintain an advisory account; however, we have the right to terminate your account at our discretion if it falls below a level, in our opinion, where our firm can add value for the fees incurred."

**What changed in Four Quadrant Wealth Advisors, Inc.'s recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $171,842,155 to $219,022,260 (+27%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 18, 2026)

- Account minimum: None

> In general, we do not require a minimum dollar amount to open and maintain an advisory account; however, we have the right to terminate your account at our discretion if it falls below a level, in our opinion, where our firm can add value for the fees incurred.

- Flat fee: $8,000 to $30,000 (Financial Planning Services)

> Our fees for Financial Planning Services are fixed and generally range between $8,000 and $30,000.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $219,022,260
- Discretionary: $219,022,260
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $14,526,076 |
| High net worth individuals | 62 | $204,496,184 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 34 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IN, LA, MI, NE, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 4quadrant.com
- fourquadrantsadvisory.com
- Facebook @fourquadrantsadvisory
- Instagram @fourquadrantsadvisory
- LinkedIn @four-quadrants-advisory
- X @four_quadrants
- YouTube @FourQuadrant

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $125,202,577 | 10 | September 12, 2022 |
| October 2023 | $126,068,690 | 17 | February 10, 2023 |
| October 2024 | $134,925,585 | 25 | September 26, 2024 |
| October 2025 | $171,842,155 | 34 | March 17, 2025 |
| October 2026 | $219,022,260 | 34 | February 18, 2026 |

Regulatory assets under management: $125,202,577 in the October 2022 data and $219,022,260 in the October 2026 data, up 75%.
Total employees: 10 in October 2022 and 34 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $171,842,155 to $219,022,260 (+27%).

### January 2026
- No longer registered or notice-filed in IL.

### December 2025
- Registered or notice-filed in NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Four Quadrant Wealth Advisors, Inc. (CRD 130753): Form ADV filing data as of October 2026.