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Peyton Graham Culberson

Investment adviser representative at Quincy Wells Advisors, LLC
12 yearsExperience
1 stateRegistered in
$87.3MFirm assets
6 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Quincy Wells Advisors, LLCJul 2026 to now
  2. Quincy Wells Capital, LLCJul 2026 to now
  3. Megatel Capital InvestmentJun 2023 to now
  4. International Assets Investment Management LLCAug 2024 to May 2026
  5. International Assets Advisory, LLCJun 2023 to May 2026
  6. Equitable Advisors, LLCJun 2022 to Mar 2023
  7. Nacogdoches Uil Umpire AssociationFeb 2022 to May 2022
  8. Jarnigan ConstructionOct 2021 to May 2022
  9. Delta MarketingJun 2021 to Sep 2021
  10. C&n VendingDec 2020 to Oct 2021
  11. Star1 RoofingJan 2020 to Dec 2020
  12. Stephen F. Austin State UniversityMay 2019 to May 2022
  13. Midlothian Heritage High SchoolAug 2014 to May 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (TX).

Quincy Wells Advisors, LLC

$87.3MAssets managed
247Clients
30Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7568498
Firm CRD
307477
Advisor's SEC record (opens in a new tab)
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