# Quadrant Private Wealth Management, LLC

> Quadrant Private Wealth Management, LLC is an SEC-registered investment advisory firm in Center Valley, PA, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 277044
- Filed as: QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
- Also doing business as: QUADRANT CAPITAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Center Valley, PA
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/277044
- AdvisorCensus page: https://advisorcensus.com/firm/quadrant-private-wealth-management-llc-center-valley-pa-277044

## Quick answers

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

**How much does Quadrant Private Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated April 1, 2026 states: Hourly rate: $250 to $1,000 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Quadrant Private Wealth Management, LLC located?**
Quadrant Private Wealth Management, LLC's principal office is in Center Valley, PA, according to its Form ADV.

**Is Quadrant Private Wealth Management, LLC registered with the SEC or a state?**
Quadrant Private Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 277044.

**How much does Quadrant Private Wealth Management, LLC manage?**
Quadrant Private Wealth Management, LLC reports $2,095,947,916 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**How have Quadrant Private Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Quadrant Private Wealth Management, LLC: Regulatory assets under management: $991,905,607 in the October 2021 data and $2,095,947,916 in the October 2026 data, up 111%. Total employees: 14 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Quadrant Private Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (481); high net worth individuals (394); pension and profit sharing plans (but not the plan participants or government pension plans) (8).

**Which custodians does Quadrant Private Wealth Management, LLC use?**
Quadrant Private Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC (affiliated with the firm) as custodians holding 10% or more of its separately managed account assets.

**Does Quadrant Private Wealth Management, LLC 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/277044

**What changed in Quadrant Private Wealth Management, LLC's recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $1,812,482,190 to $2,095,947,916 (+16%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- Hourly rate: $250 to $1,000 an hour (financial planning services)

> Hourly rates can range from $250 up to $1000 per hour. The fee varies depending on the experience, knowledge, and skill of those performing the services.

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.
- Fidelity Brokerage Services LLC (affiliated with the firm)

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: $2,095,947,916
- Discretionary: $2,094,118,292
- Non-discretionary: $1,829,624

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 481 | $152,841,542 |
| High net worth individuals | 394 | $1,930,206,095 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $12,900,279 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2015 (11 years)
- Employees: 19 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, FL, GA, IL, LA, MA, MD, NC, NH, NJ, NM, NY, OH, PA, SC, TX, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- focusfinancialpartners.com
- quadcapco.com
- Facebook @quadrantprivatewealth
- LinkedIn @2064318
- LinkedIn @QUADRANT-CAPITAL
- LinkedIn @focus-financial-partners
- LinkedIn @markcecchini
- X @focusfinancial
- X @markcecchini

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $991,905,607 | 14 | July 12, 2021 |
| October 2022 | $1,410,012,634 | 15 | March 31, 2022 |
| October 2023 | $1,449,060,093 | 16 | September 27, 2023 |
| October 2024 | $1,625,145,373 | 16 | May 16, 2024 |
| October 2025 | $1,812,482,190 | 19 | March 25, 2025 |
| October 2026 | $2,095,947,916 | 19 | April 1, 2026 |

Regulatory assets under management: $991,905,607 in the October 2021 data and $2,095,947,916 in the October 2026 data, up 111%.
Total employees: 14 in October 2021 and 19 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $1,812,482,190 to $2,095,947,916 (+16%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Quadrant Private Wealth Management, LLC (CRD 277044): Form ADV filing data as of October 2026.