QUADRANT CAPITAL GROUP LLC

CRD

147253

SEC file #

801-69216

EIN

263941439

DBA names

Constellation Wealth Advisors

Economics

AUM

$5.40B

AUM band

$1B+

AUM trajectory

'20 · $829.4M

'21 · $2.01B

'22 · $2.01B

'23 · $3.02B

'25 · $4.66B

'26 · $5.40B

'20'26

$829.4M → $5.40B▲ +551%

sec adv history

Client mix

Individuals High Net Worth	356
Individuals Other	47
Corporations	6
Pooled Investment Vehicles	4
Charitable Organizations	4

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 9 advisors

'21 · 15 advisors

'22 · 24 advisors

'23 · 24 advisors

'25 · 23 advisors

'26 · 20 advisors

'20'26

9 advisors → 20 advisors▲ +122%

sec adv history

Primary office

CINCINNATI OH

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses

Fee basis

% of AUMSubscription feesFixed feesPerformance-based fees

Filings

Latest ADV filing

02/20/2026

ADV-W filed at

—

Website

quadrantwealth.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

PAL QCG HOLDINGS, LLC

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

PAL QCG HOLDINGS, LLC

WILLIAMS, JOHN, MARSHALL

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

QUADRANTWEALTH.COM

Rdap Domain Creation Date

2015-11-02T22:20:42Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

10,737

Form 5500 Compensation Trajectory 3y

2026

10,737

Form 5500 Plan Count Trajectory 3y

2026

Schedule C Total Compensation

10,737

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001650717

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2015-08-12

Edgar Last Filing Date

2026-05-13

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-13

Accession0001650717-26-000003

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

255 E. FIFTH STREET, SUITE 3000CINCINNATI, OH 45202

Business

255 E. FIFTH STREET, SUITE 3000CINCINNATI, OH 45202

Edgar EIN

263941439

Edgar Recent Filings

13F-HR/A2026-05-13 · 0001650717-26-000003

13F-HR2026-05-11 · 0001650717-26-000002

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-11-02T22:20:42Z

Rdap Domain Last Changed

2025-11-03T13:04:08Z

Rdap Nameservers

Ns41.domaincontrol.comNs42.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate