{"url":"https://nivawealth.com/firms/quadrant-capital-group-147253","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/147253","regulatoryAum":5400048804,"crd":"147253","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8076752","suffix":null,"lastName":"Gehring","firstName":"Louisa","middleName":"Collier"},{"crd":"5529414","suffix":null,"lastName":"LAFLEY","firstName":"PATRICK","middleName":"ALAN"},{"crd":"8076563","suffix":null,"lastName":"McConville","firstName":"Thomas","middleName":null},{"crd":"6355680","suffix":null,"lastName":"MORTON","firstName":"ADAM","middleName":"DAVIS"},{"crd":"6230783","suffix":null,"lastName":"NEEDHAM","firstName":"SAMUEL","middleName":"WARREN"},{"crd":"7554513","suffix":null,"lastName":"Paxson","firstName":"Nicolas","middleName":"Allen"},{"crd":"6103483","suffix":null,"lastName":"PFAEHLER","firstName":"ANNA","middleName":"K"},{"crd":"5082712","suffix":null,"lastName":"REILLY","firstName":"NICHOLAS","middleName":"CONNOR"},{"crd":"6954678","suffix":null,"lastName":"Rice","firstName":"Bradley","middleName":null},{"crd":"2215094","suffix":null,"lastName":"ROSE","firstName":"CHERYL","middleName":"NICOLE"},{"crd":"6435633","suffix":null,"lastName":"ROSE","firstName":"EMILY","middleName":"BUTTERWORTH"},{"crd":"7672907","suffix":null,"lastName":"Snopkowski","firstName":"David","middleName":"John"},{"crd":"6764399","suffix":null,"lastName":"Thomas","firstName":"Kevin","middleName":"Byrne"},{"crd":"2669535","suffix":null,"lastName":"WILLIAMS","firstName":"JOHN","middleName":"MARSHALL"},{"crd":"7367646","suffix":null,"lastName":"Woebkenberg","firstName":"Matthew","middleName":null}],"total":15,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-04","regulatoryAum":2005648659,"clients":257,"employees":19,"offices":1},{"filedOn":"2022-07-05","regulatoryAum":3018105133,"clients":357,"employees":25,"offices":3},{"filedOn":"2023-07-28","regulatoryAum":3047335087,"clients":409,"employees":30,"offices":4},{"filedOn":"2024-03-28","regulatoryAum":3900159084,"clients":439,"employees":31,"offices":3},{"filedOn":"2025-03-31","regulatoryAum":4661729458,"clients":489,"employees":31,"offices":3},{"filedOn":"2026-07-30","regulatoryAum":5400048804,"clients":417,"employees":26,"offices":2}],"secFileNumber":"801-69216","legalName":"Quadrant 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Capital Group has custody of $775M in client assets for 139 clients.","leadership":[{"name":"Kelly Bonnell","title":"Partner & Chief Executive Officer","crd":"7522406"},{"name":"Patrick Hayes","title":"Chief Compliance Officer","crd":"6571587"},{"name":"Patrick Lafley","title":"Managing Partner & Co-Founder","crd":"5529414"},{"name":"David Snopkowski","title":"Partner & Chief Investment Officer","crd":"7672907"},{"name":"John Williams","title":"Managing Partner & Co-Founder","crd":"2669535"}],"ownership":[{"label":"John Williams","detail":"Managing partner & co-founder in the 25% to 50% ownership band and a control person, since August 2008."},{"label":"Pal QCG Holdings, LLC","detail":"Member in the 50% to 75% ownership band and a control person, since January 2022."},{"label":"Votum, LLC","detail":"Indirect owner: a member of Pal QCG Holdings, LLC in the 50% to 75% band and a control person, since January 2022.","parent":"Pal QCG Holdings, LLC"},{"label":"Patrick 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Quadrant Capital Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Quadrant Capital Group charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Quadrant Capital Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Quadrant Capital Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Quadrant Capital Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Quadrant Capital Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Quadrant Capital Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Quadrant Capital Group registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Quadrant Capital Group?","answer":"Quadrant Capital Group’s main office is at 255 East Fifth St., Suite 3000, Cincinnati, OH 45202. Its phone number is 513-871-5500. 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