QUEST CAPITAL MANAGEMENT INC

HTTP://WWW.QUESTADVISOR.COM DALLAS, TX Investment Advisor How do I update this listing?

Also known as:

  • QUEST CAPITAL MANAGEMENT INC /ADV

Quest Capital Management is based out of Dallas. Quest Capital Management is a large advisory firm with 518 clients and discretionary assets under management (AUM) of $866,828,804 (Form ADV from 2018-10-16). Their last reported 13F filing for Q4 2018 included $343,942,000 in managed 13F securities and a top 10 holdings concentration of 66.09%. Quest Capital Management's largest holding is Raymond James Financial Inc. with shares held of 1,246,812. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 0.76%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

QUEST CAPITAL MANAGEMENT, INC.
8117 PRESTON ROAD, SUITE 700
DALLAS TX    75225
Country: United States

Business Phone: 214-691-6090
Fax: 214-691-7240
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: TX
Number of employees: 24
Other Business Activities: registered representative of a broker-dealer,insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,Commissions,THIRD PARTY ADVISER / MANAGER FEES
Amount of client funds and securities: 25,554,600
Total Number of Clients: 518
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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QUEST CAPITAL MANAGEMENT, INC.

ownership team - last updated 2018-10-16
Name Title Start Date Direct/Indirect % Ownership
BLESSING, KALITA, BECK PRESIDENT/ SHAREHOLDER 01/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
QUEST CAPITAL MANAGEMENT, INC. PRESIDENT/DIRECTOR / SHAREHOLDER direct 2011-01-01
QUEST CAPITAL MANAGEMENT, INC. SHAREHOLDER / EMPLOYEE direct 1999-07-01 2002-03-13
QUEST CAPITAL MANAGEMENT, INC. SHAREHOLDER / EMPLOYEE direct 2003-01-01 2003-04-22
QUEST CAPITAL MANAGEMENT, INC. DIRECTOR ON BOARD / SHAREHOLDER / EMPLOYEE direct 2003-01-01 2006-01-20
QUEST CAPITAL MANAGEMENT, INC. DIRECTOR / SHAREHOLDER / EMPLOYEE direct 2003-01-01 2010-03-12
QUEST CAPITAL MANAGEMENT, INC. DIRECTOR / SHAREHOLDER / EMPLOYEE direct 2011-01-01 2011-02-03
QUEST CAPITAL MANAGEMENT, INC. PRESIDENT/DIRECTOR / SHAREHOLDER / EMPLOYEE direct 2011-01-01 2016-03-24
YOUNG, CHRISTOPHER, SCOTT TREASURER/CHIEF COMPLIANCE OFFICER/ SHAREHOLDER 01/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
QUEST CAPITAL MANAGEMENT, INC. DIRECTOR / SHAREHOLDER / EMPLOYEE direct 2006-12-01
QUEST CAPITAL MANAGEMENT, INC. TREASURER/CHIEF COMPLIANCE OFFICER/DIRECTOR / SHAREHOLDER direct 2011-01-01
QUEST CAPITAL MANAGEMENT, INC. DIRECTOR / SHAREHOLDER / CHIEF COMPLIANCE OFFICER direct 2011-01-01
KUNHARDT, CARL, JOSEPH SECRETARY/SHAREHOLDER 01/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
QUEST CAPITAL MANAGEMENT, INC. SHAREHOLDER / EMPLOYEE direct 2011-01-01
QUEST CAPITAL MANAGEMENT, INC. SECRETARY/SHAREHOLDER / EMPLOYEE direct 2011-01-01
QUEST CAPITAL MANAGEMENT, INC. SECRETARY/SHAREHOLDER direct 2011-01-01
MOORE, DENNIS, JOE CHIEF OPERATING OFFICER, SHAREHOLDER 03/01/2015 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
QUEST CAPITAL MANAGEMENT, INC. EXECUTIVE MANAGER direct 2011-01-01
QUEST CAPITAL MANAGEMENT, INC. CHIEF OPERATING OFFICER direct 2015-03-01
QUEST CAPITAL MANAGEMENT, INC. CHIEF OPERATING OFFICER, SHAREHOLDER direct 2015-03-01
COX, ROBERT, ALLEN SHAREHOLDER/VICE PRESIDENT 03/01/2014 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
QUEST CAPITAL MANAGEMENT, INC. DIRECTOR ON BOARD direct 2003-01-01
QUEST CAPITAL MANAGEMENT, INC. SHAREHOLDER/VICE PRESIDENT direct 2014-03-01
QUEST CAPITAL MANAGEMENT, INC. SHAREHOLDER direct 2014-03-01
FERGUSON, LARRY, CHANDLER SHAREHOLDER 12/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
QUEST CAPITAL MANAGEMENT, INC. SHAREHOLDER direct 2016-12-01

QUEST CAPITAL MANAGEMENT, INC.

ownership team - last updated 2018-04-04
Name Title Start Date Direct/Indirect % Ownership
DURIE, MARY, HELEN VICE PRESIDENT/SHAREHOLDER 01/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
QUEST CAPITAL MANAGEMENT, INC. VICE PRESIDENT/SHAREHOLDER direct 2011-01-01
QUEST CAPITAL MANAGEMENT, INC. DIRECTOR /SHAREHOLDER / EMPLOYEE direct 1988-03-01 2007-06-15
QUEST CAPITAL MANAGEMENT, INC. SHAREHOLDER / EMPLOYEE direct 1988-03-01 2010-03-12
QUEST CAPITAL MANAGEMENT, INC. SHAREHOLDER / EMPLOYEE direct 2011-01-01 2011-02-03
QUEST CAPITAL MANAGEMENT, INC. VICE PRESIDENT/SHAREHOLDER / EMPLOYEE direct 2011-01-01 2016-03-24
BLESSING, KALITA, BECK PRESIDENT/ SHAREHOLDER 01/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
QUEST CAPITAL MANAGEMENT, INC. PRESIDENT/DIRECTOR / SHAREHOLDER direct 2011-01-01
QUEST CAPITAL MANAGEMENT, INC. SHAREHOLDER / EMPLOYEE direct 1999-07-01 2002-03-13
QUEST CAPITAL MANAGEMENT, INC. SHAREHOLDER / EMPLOYEE direct 2003-01-01 2003-04-22
QUEST CAPITAL MANAGEMENT, INC. DIRECTOR ON BOARD / SHAREHOLDER / EMPLOYEE direct 2003-01-01 2006-01-20
QUEST CAPITAL MANAGEMENT, INC. DIRECTOR / SHAREHOLDER / EMPLOYEE direct 2003-01-01 2010-03-12
QUEST CAPITAL MANAGEMENT, INC. DIRECTOR / SHAREHOLDER / EMPLOYEE direct 2011-01-01 2011-02-03
QUEST CAPITAL MANAGEMENT, INC. PRESIDENT/DIRECTOR / SHAREHOLDER / EMPLOYEE direct 2011-01-01 2016-03-24
YOUNG, CHRISTOPHER, SCOTT TREASURER/CHIEF COMPLIANCE OFFICER/ SHAREHOLDER 01/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
QUEST CAPITAL MANAGEMENT, INC. DIRECTOR / SHAREHOLDER / EMPLOYEE direct 2006-12-01
QUEST CAPITAL MANAGEMENT, INC. TREASURER/CHIEF COMPLIANCE OFFICER/DIRECTOR / SHAREHOLDER direct 2011-01-01
QUEST CAPITAL MANAGEMENT, INC. DIRECTOR / SHAREHOLDER / CHIEF COMPLIANCE OFFICER direct 2011-01-01
KUNHARDT, CARL, JOSEPH SECRETARY/SHAREHOLDER 01/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
QUEST CAPITAL MANAGEMENT, INC. SHAREHOLDER / EMPLOYEE direct 2011-01-01
QUEST CAPITAL MANAGEMENT, INC. SECRETARY/SHAREHOLDER / EMPLOYEE direct 2011-01-01
QUEST CAPITAL MANAGEMENT, INC. SECRETARY/SHAREHOLDER direct 2011-01-01
MOORE, DENNIS, JOE CHIEF OPERATING OFFICER, SHAREHOLDER 03/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
QUEST CAPITAL MANAGEMENT, INC. EXECUTIVE MANAGER direct 2011-01-01
QUEST CAPITAL MANAGEMENT, INC. CHIEF OPERATING OFFICER direct 2015-03-01
QUEST CAPITAL MANAGEMENT, INC. CHIEF OPERATING OFFICER, SHAREHOLDER direct 2015-03-01
COX, ROBERT, ALLEN SHAREHOLDER/VICE PRESIDENT 03/01/2014 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
QUEST CAPITAL MANAGEMENT, INC. DIRECTOR ON BOARD direct 2003-01-01
QUEST CAPITAL MANAGEMENT, INC. SHAREHOLDER/VICE PRESIDENT direct 2014-03-01
QUEST CAPITAL MANAGEMENT, INC. SHAREHOLDER direct 2014-03-01
FERGUSON, LARRY, CHANDLER SHAREHOLDER 12/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
QUEST CAPITAL MANAGEMENT, INC. SHAREHOLDER direct 2016-12-01

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