THE WOODLANDS, TXCRD 284852Latest ADV March 20, 2026
Quattro Financial Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in The Woodlands, TX. Its latest Form ADV filing, dated March 20, 2026, reports $1.7B in regulatory assets under management, 3 employees, 1 office, and 296 accounts.
Assets Under Management
$1.7B
Employees
3
Offices
1 office
Total Clients
81
Primary office
THE WOODLANDS, TX
1725 HUGHES LANDING BLVD, SUITE 845, THE WOODLANDS, TX, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentCorporations represent 40.7% of total clients.
Top client categories% of clientsClients
1
Corporations
40.7%
33
2
Pooled Investment Vehicles
35.8%
29
3
HNWI
23.5%
19
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of March 20, 2026
Discretionary100.0%
$1.7B
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.
Total AUM$1.7B
Total Accounts296
10Y AUM Change+$1.3B (+345.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee27:1
10Y Employee Change+1 (+50.0%)
* 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.