Four Quadrant Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Carmel, IN. Its latest Form ADV filing, dated February 18, 2026, reports $219M in regulatory assets under management, 34 employees, and 552 accounts.
Assets Under Management
$219M
Employees
34
Offices
--
Total Clients
100
Primary office
CARMEL, IN
11939 N MERIDIAN ST, STE 225, CARMEL, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 62.0% of total clients.
Top client categories% of clientsClients
1
HNWI
62.0%
62
2
Individuals
38.0%
38
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$219Mas of February 18, 2026
Discretionary100.0%
$219M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$219M
Total Accounts552
10Y AUM Change+$94M (+74.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees34
Clients per Employee3:1
10Y Employee Change+24 (+240.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.