Quest Capital Management, Inc

Investment Advisor
in Dallas, TX
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About this Advisor

Kalita Blessing is a certified financial planner operating in Dallas, Texas, with a total of 25 years of experience as a financial advisor. Blessing works at Quest Capital Management, Inc. During their career, Blessing has held roles at Group 1 Insurance, Raymond James Financial Services, Inc, Quest Capital Management and Quest Capital Management Inc. Blessing maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Arkansas, Texas, Florida and Louisiana. Quest Capital Management, Inc is a registered investment firm operating out of Dallas, Texas. It has $1 billion in assets between its 1,767 client accounts, making it one of the larger firms in the nation by assets under management. Of its 1,767 accounts, 15% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management typically vary depending on which services are offered. However, fee types charged by Quest Capital Management, Inc likely include some combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

25 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



Office Location

8117 Preston Road, Suite 700
Dallas, TX 75225

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Quest Capital Management, Inc Brokerage Details

Total Assets Under Management


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


TX Average: 49
Total Number of Accounts


TX Average: 2,315
Average Account Size


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

Kalita Blessing Work History

Kalita has 25 years of experience.

2005 - Present (14 years)

Quest Capital Management Inc

1993 - Present (26 years)

Raymond James Financial Services, Inc

1993 - Present (26 years)

Quest Capital Management

2005 - 2011 (6 years)

Group 1 Insurance


Kalita Blessing has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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