SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Constellation Wealth Advisors
Cincinnati, OH
Quadrant Capital Group LLC, CRD 147253
Firm filing updated July 30, 2026 ·
- $5.4BAssets
- 20Advisory staff
- 2,095Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)Yes
- Performance-based feesYes
- Hourly chargesNo
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals356
- Individuals47
- Corporations or other businesses6
- Pooled vehicles4
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 47 | $11.1 million |
| High net worth individuals | 356 | $4.2 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $1.2 billion |
| Charitable organizations | Fewer than 5 clients | $24.2 million |
| Corporations or other businesses not listed above | 6 | $16.7 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 8 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$5.4 billion
- Accounts2,095
- Discretionary$5.3 billion · 2,038 accounts
- Non-discretionary$52.1 million · 57 accounts
People
- Employees26
- Advisory staff20
- Broker-dealer reps0
- Licensed insurance agents1
- Planning clients101 to 250
Advisors
9 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Quadrant Capital Group LLC SEC-registered investment advisor. CRD 147253, SEC file 801-69216.
- Registered with the SEC as an investment advisor (status date on record: May 28, 2008).
Is Constellation Wealth Advisors a fiduciary?
Short answer: Constellation Wealth Advisors is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.