QUINCY WELLS CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
93
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
334163
Registered since
December 8, 2025

Firm profile

FINTRX

Overview

Quincy Wells Capital, LLC is organized as a limited liability company and is listed with the SEC as of 2025. FINTRX records show ownership described as a combination of a domestic entity and an individual, and the firm is classified as “unclassified” in the snapshot data. The firm is not identified as a capital allocator and is not characterized as an active ESG investor. FINTRX also indicates it is not a multi-state adviser, not a pension consultant, not a related adviser, and is not marked as a newly formed adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 10
  • ROBERT ANDERSON

    Founder & CEOCRD 3101064

  • Kelly Sigmon

    CEO and FounderCRD 7909252

  • ROBERT BOGGESS

    Chief Executive OfficerCRD 5007422

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Contacts

3 of 83
  • JOHN NEPPEL

    PrincipalCRD 5008476

  • Carina Smaus

    Associate AdvisorCRD 6706114

  • Zachary Franklin

    Registered RepresentativeCRD 8037669

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
145 S Wells St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth