David Blair
Financial advisor at Quadcap Wealth Management, LLC · Frisco, TX
Last updated 2026-10-10
Claim your profileDavid Blair is a financial advisor at Quadcap Wealth Management, LLC in Frisco, TX, CRD 4442248. Licenses and exams on the registration: Series 66. IAPD registration began 2002-06-26.
Registration
- CRD number
- 4442248
- Registration status
- Active
- IAPD registration
- 2002-06-26
- Industry Experience
- 24 years
- Work Experience
- 17 years
- States registered
- TX
Licenses and exams
- Series 66
Work history
- 2009-06 to Present · Quadcap Wealth Management, LLC · Dallas, TX
Current employment
- Quadcap Wealth Management, LLC · Frisco, TX
Quadcap Wealth Management, LLC
- Regulatory AUM
- $1,340,491,684
- Registered advisors
- 13
- Offices
- 1
- Clients per advisor
- 44.8 (Low)
- Average AUM per client
- $2.3M (Low)
- High-net-worth client ratio
- 50.5% (High)
Quadcap Wealth Management, LLC: advisors, services and reported ETF investments
About
David Blair is a financial advisor at Quadcap Wealth Management, LLC in Frisco, TX. Reported securities licenses include Series 66. The latest record indicates 24 years of industry experience and 17 years of reported work history.
Quadcap Wealth Management, LLC's firm-level Form ADV reports 13 advisors across 1 offices; approximately 44.8 clients per advisor, average assets per client of $2,303,250, and regulatory AUM of $1.3B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, Other Advisory Service.
PortfolioFuture's firm-level 13F analysis covers $626.1M across 153 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to David Blair personally.
Reported ETF positions
Quadcap Wealth Management reports 153 ETF positions worth $626.1M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| JQUA — JPMorgan U.S. Quality Factor ETF | $91.1M |
| DFUS — Dimensional U.S. Equity Market ETF | $70.7M |
| EVTR — Eaton Vance Total Return Bond ETF | $24.2M |
| CGCB — Capital Group Core Bond ETF | $24.1M |
| QQQ — Invesco QQQ Trust, Series 1 | $15M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Quadcap Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $6M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $6M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $8.9M | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $1.3M | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Quadcap Wealth Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Accountant or Accounting Firm
Location
2600 Network Blvd, Frisco, TX 75034
13 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 972-818-2400
- Website: quadcapwm.com
Official record
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