Carl
Kunhardt

Quest Capital Management, Inc

CRD#2553325
Investment Advisor
in Dallas, TX
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About this Advisor

Carl Kunhardt is a certified financial planner in Dallas, Texas. Currently an advisor with Quest Capital Management, Inc, Kunhardt has a notable 21 years of professional experience. Kunhardt maintains Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Kunhardt can advise clients based out of Arkansas, Texas and Florida. During their career, the advisor has held roles at Quest Capital Management, Raymond James Financial Services, Inc, Non-Variable Insurance, Carl J. Kunhardt, Cfp and Quest Capital Management, Inc. Quest Capital Management, Inc is headquartered in Dallas, Texas. As a company, Quest Capital Management, Inc oversees $1 billion in assets dispersed across 1,767 client accounts and employs 24 staff members. The firm's total assets under management places it among the bigger financial advisory firms in the nation. The firm manages 1,529 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Quest Capital Management, Inc provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

8117 Preston Road, Suite 700
Dallas, TX 75225

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Quest Capital Management, Inc Brokerage Details

Total Assets Under Management

$952,826,744

TX Average: $3,042,739,679
Total Number of Employees

21

TX Average: 49
Total Number of Accounts

1,793

TX Average: 2,315
Average Account Size

$531,415

TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Carl Kunhardt Work History

Carl has 21 years of experience.

2012 - 2014 (2 years)

Carl J. Kunhardt, Cfp

2005 - Present (14 years)

Non-Variable Insurance

2005 - Present (14 years)

Quest Capital Management, Inc

1997 - Present (22 years)

Quest Capital Management

1997 - Present (22 years)

Raymond James Financial Services, Inc

Disclosures

Carl Kunhardt has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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