# Wealthquest Corporation

> Wealthquest Corporation is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 2006, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 30, 2026.

- CRD: 141473
- Filed as: WEALTHQUEST CORPORATION
- 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/141473
- AdvisorCensus page: https://advisorcensus.com/firm/wealthquest-corporation-cincinnati-oh-141473

## Quick answers

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

**How much does Wealthquest Corporation charge?**
Its Form ADV Part 2A brochure dated March 9, 2026 states: Flat fee: $1,800 a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Wealthquest Corporation located?**
Wealthquest Corporation's 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 Wealthquest Corporation registered with the SEC or a state?**
Wealthquest Corporation is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 141473.

**How much does Wealthquest Corporation manage?**
Wealthquest Corporation reports $2,223,229,116 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (100% discretionary).

**How have Wealthquest Corporation's assets and staff changed since 2021?**
In the Form ADV data for Wealthquest Corporation: Regulatory assets under management: $1,348,242,986 in the October 2021 data and $2,223,229,116 in the October 2026 data, up 65%. Total employees: 30 in October 2021 and 42 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealthquest Corporation serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,012); high net worth individuals (571); charitable organizations (10).

**Which custodians does Wealthquest Corporation use?**
Wealthquest Corporation's 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 Wealthquest Corporation 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/141473

**What changed in Wealthquest Corporation's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 14 to 16. Regulatory assets under management went from $1,932,422,881 to $2,223,229,116 (+15%). Registered or notice-filed in WA.

## 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 March 9, 2026)

- Flat fee: $1,800 a year

> the annual fee rate shall be 1.00% of the market value of the managed assets plus a fixed fee of $1,800 annually.

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: $2,223,229,116
- Discretionary: $2,221,636,941
- Non-discretionary: $1,592,175

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,012 | $382,291,803 |
| High net worth individuals | 571 | $1,825,942,761 |
| Charitable organizations | 10 | $14,994,552 |

### 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
- Pension consulting services
- Other

### Firm details
- Registered since: 2006 (20 years)
- Employees: 42 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MI, MN, MO, NC, NE, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WA, WI
- 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
- Oak Brook, IL

### Websites listed on Form ADV (Item 1.I)
- wqcorp.com
- Facebook @Wealthquestcorporation
- LinkedIn @wealthquest
- YouTube @wealthquestcorporation5257

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,348,242,986 | 30 | August 31, 2021 |
| October 2022 | $1,673,989,794 | 36 | April 26, 2022 |
| October 2023 | $1,493,990,937 | 38 | March 31, 2023 |
| October 2024 | $1,793,071,169 | 38 | March 27, 2024 |
| October 2025 | $1,932,422,881 | 41 | April 28, 2025 |
| October 2026 | $2,223,229,116 | 42 | July 30, 2026 |

Regulatory assets under management: $1,348,242,986 in the October 2021 data and $2,223,229,116 in the October 2026 data, up 65%.
Total employees: 30 in October 2021 and 42 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 14 to 16.
- Regulatory assets under management went from $1,932,422,881 to $2,223,229,116 (+15%).
- Registered or notice-filed in WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthquest Corporation (CRD 141473): Form ADV filing data as of October 2026.