QUEST 10 WEALTH BUILDERS, INC.
Firm details
- Headquarters
- FUQUAY VARINA, North Carolina
- CRD number
- 154092
- Registered since
- July 28, 2022
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.31%
- Individuals29.69%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Quest 10 Wealth Builders, Inc. is an independent, SEC-registered advisory corporation that serves individual and family clients. The firm acts as a capital allocator, selecting third-party managers and advisers on behalf of clients and offering a mix of fee arrangements — percentage of AUM, hourly billing, and fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and client education through seminars and workshops. Quest 10 is not an active ESG investor and lists an insurance company among its industry affiliations.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities35%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2Bryan Gort
Chief Compliance OfficerCRD 7977300
KENNETH STEPHENSON
President, Chief Advisory OfficerCRD 4922591
Contacts
3 of 3ANDREW DAVENPORT
Investment Adviser RepresentativeCRD 6846881
SANDRA STEPHENSON
Director of FinanceCRD 6313846
VALERIE SEYMOUR
Investment Adviser RepresentativeCRD 4259311
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FUQUAY VARINA, NC
WAKE
Location
FUQUAY VARINA, NC
Headquartered in FUQUAY VARINA, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- WAKE
- Address
- 7629 Purfoy Rd
- Time zone
- ET (UTC-5)
- Office locations
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