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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

QUEST 10 WEALTH BUILDERS, INC.

CRD 154092

FUQUAY-VARINA, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:093ffaf4-7be6-9b00-6d82-c17d6d3b2a87

Data as of Jun 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Jun 28, 2022 to Jun 10, 2026
13 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $238MItem 5.F on the latest filing (2026-06-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $238M
Private client RAUM: $238MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $79.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 8
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 1,086
Individual clients: 392
High net worth clients: 111
Custody, client assets: $35.5M
SEC number: 801-126228
CRD: 154092
Filings on the tape: 13
First filed: Jun 28, 2022
Latest filed: Jun 10, 2026
Organised: Corporation, NC
Website: completefinancialsolutions.org

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KENNETH DARRELL STEPHENSON	Chartered Financial Consultant	FUQUAY-VARINA, NC	16	21	3	no
VALERIE MARIE SEYMOUR	Certified Financial Planner	FUQUAY-VARINA, NC	11	24	1	no
ANDREW DIXON DAVENPORT	n/a	FUQUAY-VARINA, NC	1	13	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
STEPHENSON, KENNETH, DARRELL	President	D	yes	05/2010	Jun 28, 2022	Aug 29, 2024
STEPHENSON, SANDRA, V.	Secretary	D	yes	01/2014	Jun 28, 2022	Aug 29, 2024
Gort, Bryan, Weston	CHIEF COMPLIANCE OFFICER	Na	no	08/2024	Aug 29, 2024	Aug 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
COMPLETE FINANCIAL SOLUTIONS, INC.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 29, 2026	$238M	$238M	8	8	5	n/a	n/a
2024	Mar 26, 2025	$188M	$188M	5	4	5	n/a	n/a
2023	Mar 29, 2024	$157M	$157M	5	4	0	n/a	n/a
2022	Mar 31, 2023	$121M	$121M	6	4	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$238M	$188M	26.6%	$121M	25.3%	8	5	5	5

Relationships

Registered with (5)

← ANDREW DIXON DAVENPORTAdvisorregistration: current employment
Jul 2, 2025 to presentfactForm ADV
← VALERIE MARIE SEYMOURAdvisorregistration: current employment
Apr 13, 2015 to presentfactForm ADV
← KENNETH DARRELL STEPHENSONAdvisorregistration: current employment
Sep 2, 2010 to presentfactForm ADV
← Gerrit Dirkse van SchalkwykAdvisorregistration: previous registration
Mar 14, 2022 to Aug 8, 2023factForm ADV
← Todd Christopher MendlerAdvisorregistration: previous registration
Sep 5, 2017 to Sep 11, 2019factForm ADV

Controls (2)

← STEPHENSON, KENNETH, DARRELLOwnerPRESIDENT, ownership code D, individual
Jun 28, 2022 to Aug 29, 2024factForm ADV
← STEPHENSON, SANDRA, V.OwnerSECRETARY, ownership code D, individual
Jun 28, 2022 to Aug 29, 2024factForm ADV

Owns (1)

← Gort, Bryan, WestonOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 29, 2024 to Aug 29, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 8, 2023
Advisor changed firm
Gerrit Dirkse Van Schalkwyk left Quest 10 Wealth Builders, Inc. for Credit Union Investment Services (registered 2023-09-28)
Form ADVobserved 4 days ago
Occurred
Jun 28, 2022
First Form ADV filing
Quest 10 Wealth Builders, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Mar 26, 2025
Quest 10 Wealth Builders, Inc. reported 5 offices beyond its principal office, up from 0 (2024-08-29 to 2025-03-26)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:093ffaf4-7be6-9b00-6d82-c17d6d3b2a87
First observed: Jun 28, 2022
Last observed: Jun 10, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

QUEST 10 WEALTH BUILDERS, INC.

CRD 154092

FUQUAY-VARINA, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:093ffaf4-7be6-9b00-6d82-c17d6d3b2a87

Data as of Jun 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:30 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KENNETH DARRELL STEPHENSON

Chartered Financial Consultant

FUQUAY-VARINA, NC

VALERIE MARIE SEYMOUR

Certified Financial Planner

FUQUAY-VARINA, NC

ANDREW DIXON DAVENPORT

n/a

FUQUAY-VARINA, NC

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

STEPHENSON, KENNETH, DARRELL

President

yes

05/2010

Jun 28, 2022

Aug 29, 2024

STEPHENSON, SANDRA, V.

Secretary

yes

01/2014

Jun 28, 2022

Aug 29, 2024

Gort, Bryan, Weston

CHIEF COMPLIANCE OFFICER

08/2024

Aug 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

COMPLETE FINANCIAL SOLUTIONS, INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 29, 2026

$238M

n/a

2024

Mar 26, 2025

$188M

n/a

2023

Mar 29, 2024

$157M

n/a

2022

Mar 31, 2023

$121M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$238M

$188M

26.6%

$121M

25.3%