QUADRANT CAPITAL GROUP LLC
DBA: CONSTELLATION WEALTH ADVISORS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $5.40B |
| Discretionary | $5.35B99% of AUM |
| Non-Discretionary | $52.1M |
| Client Accounts | 2,095 |
| Avg Account Size | $2.6M |
| Employees | 26 |
| Peak AUM | $5.40BFeb 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $5.4B | +38.5% | +21.7% | +21.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $5.40B |
| Discretionary | $5.35B |
| Employees | 26 |
| Client Accounts | 2095 |
| Client Range | 101-250 |
Contact & Location
Address
255 EAST FIFTH ST.
CINCINNATI OH 45202
Phone
513-871-5500
Filing History
54 ADV Part 1 submissions
Fee Structure
% of AUMSubscriptionFixed FeesPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension ConsultingAdviser SelectionPublicationsSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$5.3B
99.0% of AUM
Non-Discretionary
$52M
1.0% of AUM
Disc. mix ▲ 42.8pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Related Entities (Item 7)
Law Firm