Quadrant Capital Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year. The firm advises 4 private funds.
Quadrant Capital Group reports 417 clients. They include 356 high-net-worth individuals, 47 individual clients, and 6 corporations and other businesses. Of its assets, 99.0% ($5.35B across 2,038 accounts) are managed with discretion; $52.1M across 57 accounts are not. It advised 9 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 11% | <1% |
| High-net-worth individuals | 85% | 77% |
| Pooled investment vehicles | <1% | 22% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 47 | $11.1M | 0.2% | $235K |
| High-net-worth individuals | 356 | $4.16B | 77.0% | $11.7M |
| Pooled investment vehicles | 4 | $1.19B | 22.1% | $298M |
| Charitable organizations | Fewer than 5 | $24.2M | 0.4% | $6.06M |
| Corporations and other businesses | 6 | $16.7M | 0.3% | $2.78M |
| Total | 417 | $5.4B | 100% | — |
- Clients
- 47
- Regulatory AUM
- $11.1M
- AUM share
- 0.2%
- Avg. per client
- $235K
- Clients
- 356
- Regulatory AUM
- $4.16B
- AUM share
- 77.0%
- Avg. per client
- $11.7M
- Clients
- 4
- Regulatory AUM
- $1.19B
- AUM share
- 22.1%
- Avg. per client
- $298M
- Clients
- Fewer than 5
- Regulatory AUM
- $24.2M
- AUM share
- 0.4%
- Avg. per client
- $6.06M
- Clients
- 6
- Regulatory AUM
- $16.7M
- AUM share
- 0.3%
- Avg. per client
- $2.78M
Total
- Clients
- 417
- Regulatory AUM
- $5.4B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 9
- Private funds advised
- 4
- Financial planning clients last fiscal year
- 101–250
Quadrant Capital Group charges up to 1.00% a year for its Asset-Based Advisory Fee. The fee is billed in advance, is negotiable and has a $20,000 annual minimum.
Fee details and sources
Pal QCG Holdings, LLC owns 50% to 75% of Quadrant Capital Group and is in turn owned by Votum, LLC (50–75%). Kelly Bonnell is CEO; the leadership team includes Chief Investment Officer David Snopkowski and Chief Compliance Officer Patrick Hayes. It has 26 employees, 20 of them in advisory roles.
Leadership
Kelly BonnellPartner & Chief Executive Officer- Patrick HayesChief Compliance Officer
Patrick LafleyManaging Partner & Co-Founder
David SnopkowskiPartner & Chief Investment Officer
John WilliamsManaging Partner & Co-Founder
Investment adviser representatives
15 representatives listed in the SEC register as of 9 October 2026.
- Louisa Collier Gehring
- Thomas McConville
- Adam Davis Morton
- Samuel Warren Needham
- Nicolas Allen Paxson
- Anna K Pfaehler
- Nicholas Connor Reilly
- Bradley Rice
- Cheryl Nicole Rose
- Emily Butterworth Rose
- Kevin Byrne Thomas
- Matthew Woebkenberg
Staff
- 26 employees
- 20 in advisory functions
- 15 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of Quadrant Capital Group LLC
Pal QCG Holdings, LLC
Control person · since January 2022
- Owns 50% to 75% of Pal QCG Holdings, LLC
Votum, LLC
Control person · since January 2022
Patrick Lafley
Member & sole manager · Control person · since January 2022
- Owns 25% to 50% of Quadrant Capital Group LLC
John Williams
Control person · since August 2008
Quadrant Capital Group’s regulatory assets grew 2.7× from $2.01B (June 2021) to $5.4B (July 2026); clients rose from 257 to 417 and employees from 19 to 26.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $5.4B | 417 | 26 | 2 |
| March 2025 | $4.66B | 489 | 31 | 3 |
| March 2024 | $3.9B | 439 | 31 | 3 |
| July 2023 | $3.05B | 409 | 30 | 4 |
| July 2022 | $3.02B | 357 | 25 | 3 |
| June 2021 | $2.01B | 257 | 19 | 1 |
Besides its headquarters, Quadrant Capital Group has 1 office, with 2 listed addresses in Ohio and Tennessee.
Ohio · 1 listed address
- 255 East Fifth St., Suite 3000, CincinnatiHQ
Tennessee · 1 listed address
- 104 Woodmont BLVD, Nashville
Other business names
Quadrant Capital Group has reported 2 other business names to the SEC.
- Quadrant Family Wealth Advisors
- Quadrant Private Capital Solutions
Contact and registration details
- Legal name
- Quadrant Capital Group LLC
- Headquarters
- 255 East Fifth St., Suite 3000, Cincinnati, OH 45202
- Website
- constellation-wealth.com
- Phone
- 513-871-5500
- SEC file
- 801-69216
- Structure
- Ohio LLC
- Fiscal year end
- December
Quadrant Capital Group uses Charles Schwab ($4.05B) as custodian for its separately managed accounts. Quadrant Capital Group has custody of $775M in client assets for 139 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $4.05B100%
At year end, Quadrant Capital Group’s separately managed accounts were mostly in stocks (63%) and funds (35%). Its reported 13F holdings for the quarter ended 30 June 2026 total $3.65B across 1,243 positions; the largest are iShares Core S&P 500 (ETF) (5.3%), Apple Inc. (3.9%) and Nvidia Corporation (3.8%).
What the accounts hold
- Stocks63%
- Funds35%
- Registered funds33%
- Pooled vehicles2%
- Bonds1%
- Cash1%
Reported 13F holdings
- $3.65B
- Reported 13F value
- 1,243
- Positions
- 29.6%
- In the 10 largest
- +9.1%
- Value vs. prior quarter
- iShares Core S&P 500 (ETF)ETF5.3%
- Apple Inc.3.9%
- Nvidia Corporation3.8%
- Alphabet Inc. Cap Stk3.5%
- J P Morgan Exchange (traded FD Ultra Shrt Inc.)ETF2.7%
- iShares Trust Core (MSCI Eafe ETF)ETF2.3%
- Schwab Fundamental (US Large Company Index ETF)ETF2.3%
- Microsoft Corp.2.2%
- Amazon.com Inc.1.9%
- iShares Core S&P (mid-cap ETF)ETF1.6%
Together, the ten largest are 29.6% of reported value.
How many clients does Quadrant Capital Group have?
Quadrant Capital Group has 417 clients and manages $5.4 billion for them, as of July 2026. They include 356 high-net-worth individuals, 47 individual clients, and 6 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 July 2026
What services does Quadrant Capital Group offer?
Quadrant Capital Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Quadrant Capital Group charge?
Quadrant Capital Group charges up to 1.00% a year for its Asset-Based Advisory Fee. The fee is billed in advance, is negotiable and has a $20,000 annual minimum.
Source: CONSTELLATION WEATLH ADVISORS FORM ADV PART 2A (JULY 2026), filed 30 July 2026
Which custodians does Quadrant Capital Group use?
Quadrant Capital Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $4.05B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 July 2026
How many financial advisors does Quadrant Capital Group have?
Quadrant Capital Group has 15 investment adviser representatives registered with state securities authorities, out of 26 employees, and 20 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Quadrant Capital Group invest in?
At the end of its last fiscal year, Quadrant Capital Group’s separately managed accounts held 63% exchange-traded equities, 33% registered funds (mutual funds, ETFs, BDCs), 2% pooled vehicles (private funds and similar), 1% state and local bonds and 1% cash and equivalents. It advises 4 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Quadrant Capital Group?
Quadrant Capital Group is owned through a holding company by Votum, LLC. Its direct owners are John Williams (25% to 50%) and Pal QCG Holdings, LLC (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 July 2026
How does Quadrant Capital Group get paid?
Quadrant Capital Group is paid through a percentage of assets under management, subscription fees, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Quadrant Capital Group registered with the SEC?
Yes, Quadrant Capital Group has been registered with the SEC as an investment adviser since 28 May 2008. Its CRD number is 147253 and its SEC file number is 801-69216.
Source: Form ADV Part 1A, Item 1, filed 30 July 2026; IAPD firm record
How do I contact Quadrant Capital Group?
Quadrant Capital Group’s main office is at 255 East Fifth St., Suite 3000, Cincinnati, OH 45202. Its phone number is 513-871-5500. Its website is constellation-wealth.com.