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 537 clients and discretionary assets under management (AUM) of $824,995,730 (Form ADV from 2019-03-26). Their last reported 13F filing for Q1 2019 included $400,701,000 in managed 13F securities and a top 10 holdings concentration of 60.7%. Quest Capital Management's largest holding is Raymond James Financial Inc. with shares held of 1,247,186. Whalewisdom has at least 3 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $400.701 Million
  • Prior Market Value $343.942 Million
  • New Purchases82 stocks
  • Additional Purchases82 stocks
  • Sold out of6 stocks
  • Reduced holdings in22 stocks
  • Top 10 Holdings % 60.70 %
  • Turnover % [1]:43.56%
  • Turnover Alt % [2]: 15.82 %
  • Time Held Top20:0.75 quarters
  • Time Held Top10:0.90 quarters
  • Time Held All:0.59 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

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

Performance for Q4 2018: 2.22%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR/A (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 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: 21
Other Business Activities: registered representative of a broker-dealer,insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,Commissions,THIRD PARTY ADVISER / MANAGER FEES
Amount of client funds and securities: 23,393,300
Total Number of Clients: 537
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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QUEST CAPITAL MANAGEMENT, INC.

ownership team - last updated 2019-03-26
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 2018-10-16
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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