Connor
Gross

Quadcap Wealth Management, LLC

CRD#7728085
Investment Advisor
in Frisco, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Connor Gross is a financial advisor based in Frisco, Texas, working with Quadcap Wealth Management, LLC. Connor has previously held positions at True North Advisors, Southern Methodist University, The University Of Texas At Austin, and Quadcap Wealth Management. Connor has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Connor is part of Quadcap Wealth Management, LLC, which operates out of Frisco, Texas. The firm has 16 employees and manages assets totaling $769.7 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Quadcap Wealth Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

7790 Main Street
Frisco, TX 75033-4562

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Quadcap Wealth Management, LLC Brokerage Details

Total Assets Under Management

$769,712,875

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

16

TX Average: 49
Total Number of Accounts

1,485

TX Average: 2,315
Average Account Size

$518,325

TX Average: $1,314,358

Investment Advisory Services

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

Connor Gross Work History

2023 - Present (1 year)

Quadcap Wealth Management

2018 - 2023 (5 years)

True North Advisors

2017 - 2018 (1 year)

The University Of Texas At Austin

2013 - 2017 (4 years)

Southern Methodist University

Disclosures

Please visit the SEC profile of Connor Gross to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Quadcap Wealth Management, LLC

Monica Sipes
Frisco, TX
Christian Patterson
Frisco, TX
Robert Alston
Frisco, TX
Cortnie Rodriguez
Frisco, TX
Connor Gross
Frisco, TX
Mary Harris
Frisco, TX
Megan Harper
Frisco, TX
Robert Knode
Frisco, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started