Quest Capital Management, Inc.

Quest Capital Management, Inc. is a Texas-based financial advisory firm established in 1987, specializing in providing wealth management and investment advisory services to high-net-worth individuals and families. Quest Capital Management, Inc. offers comprehensive financial advisory services, having been founded in 1987 in Dallas, Texas.

The firm has completed a total of 1 deal, with its most recent deal occurring on September 29, 2021. In that year, Quest Capital Management, Inc. was acquired by Mercer Global Advisors Inc. , a portfolio company of Genstar Capital Partners and Oak Hill Capital Partners.

Quest Capital Management, Inc. delivers a wide range of wealth management services including financial planning, investment management, tax planning and preparation, estate planning, and insurance solutions. The firm caters primarily to high-net-worth clients, ensuring tailored support through a collaborative in-house team of experts. Their operations span multiple regions in the United States, focusing on delivering personalized financial strategies to meet diverse client needs.

Quest Capital Management, Inc. generates revenue through fee-based advisory services, structured as annual retainers or management fees based on assets under management (AUM). Fees typically reflect a percentage of total assets managed, supplemented by additional charges for specific services, reinforcing their fiduciary commitment to prioritize client interests in all financial dealings. Following its acquisition in September 2021, Quest Capital Management, Inc.

aims to enhance its presence in Dallas, Texas. The acquisition is expected to facilitate further expansion into new markets, with specific plans to broaden service offerings and enhance operational capabilities. While details on upcoming products are not specified, the integration into Mercer Global Advisors Inc. is anticipated to leverage existing resources to support growth initiatives.