# Quattro Financial Advisors

> Quattro Financial Advisors is an SEC-registered investment advisory firm in Montgomery, TX, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 21, 2026.

- CRD: 284852
- Filed as: QUATTRO FINANCIAL ADVISORS
- Legal name: Quattro Financial Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Montgomery, TX
- Filing period: October 2026
- Form ADV filing dated: July 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284852
- AdvisorCensus page: https://advisorcensus.com/firm/quattro-financial-advisors-montgomery-tx-284852

## Quick answers

**How is Quattro Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Quattro Financial Advisors reports these compensation arrangements: a percentage of assets under its management.

**How much does Quattro Financial Advisors charge?**
Its Form ADV Part 2A brochure dated July 21, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Quattro Financial Advisors located?**
Quattro Financial Advisors' principal office is in Montgomery, TX, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Quattro Financial Advisors registered with the SEC or a state?**
Quattro Financial Advisors is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 284852.

**How much does Quattro Financial Advisors manage?**
Quattro Financial Advisors reports $1,655,215,292 in regulatory assets under management in its Form ADV filing dated July 21, 2026 (100% discretionary).

**How have Quattro Financial Advisors' assets and staff changed since 2021?**
In the Form ADV data for Quattro Financial Advisors: Regulatory assets under management: $694,710,269 in the October 2021 data and $1,655,215,292 in the October 2026 data, up 138%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Quattro Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (33); pooled investment vehicles (other than investment companies and business development companies) (29); high net worth individuals (19).

**Which custodians does Quattro Financial Advisors use?**
Quattro Financial Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Citigroup Global Markets Inc., J.P. Morgan Chase Bank, N.A. and UBS Financial Services Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Quattro Financial 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/284852

**What changed in Quattro Financial Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,444,550,535 to $1,655,215,292 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated July 21, 2026)

- Asset-based fee: 1% of assets a year

> We charge an advisory services fee as a percentage of assets under management or consultation, typically in the amount of 1.00 % of assets under management. All fees are subject to negotiation based on the complexity of the client’s individual portfolio and the size of the client’s portfolio.

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

### Custodians (Schedule D, Section 5.K(3))
- Citigroup Global Markets Inc.
- J.P. Morgan Chase Bank, N.A.
- UBS Financial Services 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: $1,655,215,292
- Discretionary: $1,655,215,292
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 19 | $81,437,403 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 29 | $1,049,524,293 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 33 | $524,253,596 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Cdmx

### Websites listed on Form ADV (Item 1.I)
- quattrofa.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $694,710,269 | 3 | September 8, 2021 |
| October 2022 | $1,082,363,211 | 4 | March 11, 2022 |
| October 2023 | $1,040,518,442 | 4 | September 25, 2023 |
| October 2024 | $1,304,332,863 | 4 | September 26, 2024 |
| October 2025 | $1,444,550,535 | 3 | March 19, 2025 |
| October 2026 | $1,655,215,292 | 3 | July 21, 2026 |

Regulatory assets under management: $694,710,269 in the October 2021 data and $1,655,215,292 in the October 2026 data, up 138%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,444,550,535 to $1,655,215,292 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Quattro Financial Advisors (CRD 284852): Form ADV filing data as of October 2026.