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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

QUEST CAPITAL MANAGEMENT, INC.

QUEST CAPITAL MANAGEMENT LLC, CRD 114690

DALLAS, TX

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:6596a0fc-4f34-db22-41db-d54003715cc2

Data as of Mar 22, 2022 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 37
Dated events: 10
On other graphs: 0
Observed: Mar 27, 2012 to Mar 22, 2022
28 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.2BItem 5.F on the latest filing (2022-03-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $1.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 24
Advisory employees: 13
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,891
Individual clients: 242
High net worth clients: 299
Custody, client assets: $34.6M
SEC number: 801-60734
CRD: 114690
Filings on the tape: 28
First filed: Mar 27, 2012
Latest filed: Mar 22, 2022
Organised: Limited Liability Company, Texas

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
BLESSING, KALITA, BECK	PRESIDENT/ SHAREHOLDER	Na	yes	01/2011	Mar 27, 2012	Mar 22, 2022
COX, ROBERT, ALLEN	SHAREHOLDER/VICE PRESIDENT	Na	yes	03/2014	Mar 31, 2014	Mar 22, 2022
KUNHARDT, CARL, JOSEPH	SECRETARY/SHAREHOLDER	Na	yes	01/2011	Mar 27, 2012	Mar 22, 2022
MERCER GLOBAL ADVISORS INC.	PARENT COMPANY	E	yes	09/2021	Oct 6, 2021	Mar 22, 2022
MOORE, DENNIS, JOE	CHIEF OPERATING OFFICER, SHAREHOLDER	Na	yes	03/2015	Mar 8, 2013	Mar 22, 2022
YOUNG, CHRISTOPHER, SCOTT	TREASURER/CHIEF COMPLIANCE OFFICER/ SHAREHOLDER	Na	yes	01/2011	Mar 27, 2012	Mar 22, 2022
FERGUSON, LARRY, CHANDLER	Shareholder	Na	no	12/2016	Mar 27, 2017	Mar 22, 2022

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Mar 30, 2021	$1.2B	$1.1B	24	13	0	n/a	n/a
2019	Mar 27, 2020	$1.1B	$989M	23	12	0	n/a	n/a
2018	Mar 26, 2019	$953M	$825M	21	12	0	n/a	n/a
2017	Mar 28, 2018	$1.0B	$867M	24	16	0	n/a	n/a
2016	Mar 27, 2017	$926M	$762M	25	13	n/a	n/a	n/a
2015	Mar 24, 2016	$878M	$697M	16	14	n/a	n/a	n/a
2014	Mar 13, 2015	$827M	$645M	23	12	n/a	n/a	n/a
2013	Mar 31, 2014	$772M	$569M	24	11	n/a	n/a	n/a
2012	Mar 8, 2013	$598M	$343M	22	9	n/a	n/a	n/a
2011	Mar 27, 2012	$728M	$247M	n/a	n/a	n/a	n/a	n/a

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
2020	$1.2B	$1.1B	7.0%	$1.0B	5.7%	24	23	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERCER GLOBAL ADVISORS INC.	8	Mar 22, 2022	Dec 21, 2021	DALLAS, TX	Firm absorbed	RIA to RIA	100.0%

Relationships

Controls (6)

← MERCER GLOBAL ADVISORS INC.OwnerPARENT COMPANY, ownership code E, domestic entity
Oct 6, 2021 to presentfactForm ADV
← BLESSING, KALITA, BECKOwnerPRESIDENT/ SHAREHOLDER, ownership code NA, individual
Mar 27, 2012 to presentfactForm ADV
← COX, ROBERT, ALLENOwnerSHAREHOLDER/VICE PRESIDENT, ownership code NA, individual
Mar 31, 2014 to presentfactForm ADV
← KUNHARDT, CARL, JOSEPHOwnerSECRETARY/SHAREHOLDER, ownership code NA, individual
Mar 27, 2012 to presentfactForm ADV
← YOUNG, CHRISTOPHER, SCOTTOwnerTREASURER/CHIEF COMPLIANCE OFFICER/ SHAREHOLDER, ownership code NA, individual
Mar 27, 2012 to presentfactForm ADV
← MOORE, DENNIS, JOEOwnerCHIEF OPERATING OFFICER, SHAREHOLDER, ownership code NA, individual
Mar 8, 2013 to presentfactForm ADV

Owns (1)

← FERGUSON, LARRY, CHANDLEROwnerSHAREHOLDER, ownership code NA, individual
Mar 27, 2017 to presentfactForm ADV

Registered with (28)

← KALITA B BLESSINGAdvisorregistration: previous registration
Jun 30, 1995 to Mar 22, 2022factForm ADV
← ROBERT A COXAdvisorregistration: previous registration
Jan 28, 2005 to Mar 22, 2022factForm ADV
← CHRISTOPHER S YOUNGAdvisorregistration: previous registration
Feb 12, 2001 to Mar 22, 2022factForm ADV
← LARRY C FERGUSONAdvisorregistration: previous registration
Mar 1, 2004 to Mar 22, 2022factForm ADV
← TIFFANY D GARZAAdvisorregistration: previous registration
Sep 26, 2012 to Mar 22, 2022factForm ADV
← Jacqueline Schlup DanielsAdvisorregistration: previous registration
Mar 24, 2020 to Mar 22, 2022factForm ADV
← DOROTHY C THOMASAdvisorregistration: previous registration
Jul 15, 2017 to Mar 22, 2022factForm ADV
← CLAYTON R EVANSAdvisorregistration: previous registration
Jun 30, 2020 to Mar 22, 2022factForm ADV
← PAIGE RENEA PHILLIPSAdvisorregistration: previous registration
Jun 30, 2020 to Aug 9, 2021factForm ADV
← Sergio Gerardo GarciaAdvisorregistration: previous registration
Feb 29, 2016 to Apr 20, 2020factForm ADV
← JENNIFER Calvi PriceAdvisorregistration: previous registration
Jun 14, 2011 to Oct 1, 2019factForm ADV
← CAREY YEARY HILBURNAdvisorregistration: previous registration
Jul 28, 2016 to Jun 13, 2019factForm ADV
← CHRISTINA MICHELLE SLAVONIKAdvisorregistration: previous registration
Sep 6, 2017 to Feb 19, 2019factForm ADV
← KELLI MARIE HERNANDEZAdvisorregistration: previous registration
Aug 22, 2018 to Feb 1, 2019factForm ADV
← MARISA LEE LOCKHARTAdvisorregistration: previous registration
Mar 9, 2011 to May 10, 2018factForm ADV
← KIMBERLY ANNE VESELYAdvisorregistration: previous registration
Mar 9, 2011 to May 11, 2016factForm ADV
← Casey Matthew KupperAdvisorregistration: previous registration
Mar 1, 2004 to Sep 22, 2015factForm ADV
← ERIC STANLEY SHAFFERAdvisorregistration: previous registration
Jul 26, 2006 to Sep 11, 2012factForm ADV
← VIKTOR SZUCSAdvisorregistration: previous registration
Apr 30, 1997 to Aug 23, 2010factForm ADV
← KATIE WARD BREWERAdvisorregistration: previous registration
Jul 16, 2007 to Nov 4, 2009factForm ADV
← BRIAN LINCOLN QUINNAdvisorregistration: previous registration
May 22, 2008 to Dec 1, 2008factForm ADV
← PAUL R. GARRETTAdvisorregistration: previous registration
Aug 3, 2007 to Jul 16, 2008factForm ADV
← KAY FOWLER KELTONAdvisorregistration: previous registration
Jul 16, 2007 to May 22, 2008factForm ADV
← ERIC NEAL SAWYERAdvisorregistration: previous registration
Mar 23, 2005 to May 22, 2008factForm ADV
← ALBERT EVERETT DEANAdvisorregistration: previous registration
Apr 18, 2001 to Nov 30, 2004factForm ADV
← CHRISTINA SUSANNE WILLIAMSAdvisorregistration: previous registration
Nov 10, 2003 to Nov 30, 2004factForm ADV
← DIANA LYNN JENKINSAdvisorregistration: previous registration
Jul 2, 2001 to Nov 30, 2004factForm ADV
← RYAN THOMAS BERUBEAdvisorregistration: previous registration
Jan 12, 2001 to Nov 7, 2003factForm ADV

Moved with (1)

→ MERCER GLOBAL ADVISORS INC.Registered adviser8 advisors, firm absorbed, same day
Mar 22, 2022 to Dec 21, 2021factForm ADV

Dated events

Occurred
Mar 22, 2022
Firm absorbed
Quest Capital Management, Inc.'s advisors moved to Mercer Global Advisors Inc. (Dallas, TX): 8 of 8 registered, on the same day
Form ADVobserved 4 days ago
8 advisors
Occurred
Mar 22, 2022
Advisor changed firm
Christopher S Young left Quest Capital Management, Inc. for Mercer Global Advisors Inc. (registered 2021-12-21)
Form ADVobserved 5 days ago
Occurred
Mar 22, 2022
Advisor changed firm
Clayton R Evans left Quest Capital Management, Inc. for Mercer Global Advisors Inc. (registered 2021-11-08)
Form ADVobserved 5 days ago
Occurred
Mar 22, 2022
Advisor changed firm
Larry C Ferguson left Quest Capital Management, Inc. for Mercer Global Advisors Inc. (registered 2021-11-22)
Form ADVobserved 5 days ago
Occurred
Mar 22, 2022
Advisor changed firm
Robert A Cox left Quest Capital Management, Inc. for Mercer Global Advisors Inc. (registered 2021-11-19)
Form ADVobserved 5 days ago
Occurred
Mar 22, 2022
Advisor changed firm
Tiffany D Garza left Quest Capital Management, Inc. for Mercer Global Advisors Inc. (registered 2021-11-02)
Form ADVobserved 5 days ago
Occurred
Mar 22, 2022
Advisor changed firm
Jacqueline Schlup Daniels left Quest Capital Management, Inc. for Mercer Global Advisors Inc. (registered 2021-11-09)
Form ADVobserved 5 days ago
Occurred
Mar 22, 2022
Advisor changed firm
Kalita B Blessing left Quest Capital Management, Inc. for Mercer Global Advisors Inc. (registered 2021-11-23)
Form ADVobserved 5 days ago
Occurred
Mar 22, 2022
Advisor changed firm
Dorothy C Thomas left Quest Capital Management, Inc. for Mercer Global Advisors Inc. (registered 2021-11-22)
Form ADVobserved 5 days ago
Occurred
Feb 4, 2022
Succession filed (Item 4)
Quest Capital Management, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6596a0fc-4f34-db22-41db-d54003715cc2
First observed: Mar 27, 2012
Last observed: Mar 22, 2022 54 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 CAPITAL MANAGEMENT, INC.

QUEST CAPITAL MANAGEMENT LLC, CRD 114690

DALLAS, TX

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:6596a0fc-4f34-db22-41db-d54003715cc2

Data as of Mar 22, 2022 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:42 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLESSING, KALITA, BECK

PRESIDENT/ SHAREHOLDER

yes

01/2011

Mar 27, 2012

Mar 22, 2022

COX, ROBERT, ALLEN

SHAREHOLDER/VICE PRESIDENT

yes

03/2014

Mar 31, 2014

Mar 22, 2022

KUNHARDT, CARL, JOSEPH

SECRETARY/SHAREHOLDER

yes

01/2011

Mar 27, 2012

Mar 22, 2022

MERCER GLOBAL ADVISORS INC.

PARENT COMPANY

yes

09/2021

Oct 6, 2021

Mar 22, 2022

MOORE, DENNIS, JOE

CHIEF OPERATING OFFICER, SHAREHOLDER

yes

03/2015

Mar 8, 2013

Mar 22, 2022

YOUNG, CHRISTOPHER, SCOTT

TREASURER/CHIEF COMPLIANCE OFFICER/ SHAREHOLDER

yes

01/2011

Mar 27, 2012

Mar 22, 2022

FERGUSON, LARRY, CHANDLER

Shareholder

12/2016

Mar 27, 2017

Mar 22, 2022

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 30, 2021

$1.2B

$1.1B

n/a

2019

Mar 27, 2020

$1.1B

$989M

n/a

2018

Mar 26, 2019

$953M

$825M

n/a

2017

Mar 28, 2018

$1.0B

$867M

n/a

2016

Mar 27, 2017

$926M

$762M

n/a

2015

Mar 24, 2016

$878M

$697M

n/a

2014

Mar 13, 2015

$827M

$645M

n/a

2013

Mar 31, 2014

$772M

$569M

n/a

2012

Mar 8, 2013

$598M

$343M

n/a

2011

Mar 27, 2012

$728M

$247M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$1.2B

$1.1B

7.0%

$1.0B

5.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERCER GLOBAL ADVISORS INC.

Mar 22, 2022

Dec 21, 2021

DALLAS, TX

Firm absorbed

RIA to RIA

100.0%