Quest Investment Firm
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,850,000
Clients
11
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
11
LowAverage account size
$168,182
About
Quest Investment Firm provides portfolio management and retirement-account advice to individual and small‑business clients, and offers wealth‑management services targeted to private clients such as professional athletes, entertainers, and high‑net‑worth individuals. Services extend beyond investment selection to operational support including budgeting, bill paying, and coordinating clients’ bank and brokerage accounts.
The firm’s investment approach is an active, equities‑focused strategy that concentrates on growth stocks across small‑, mid‑, and large‑cap ranges, using fundamental analysis and trend observation to construct portfolios; clients may impose restrictions on securities. Accounts are managed on a discretionary basis, the firm does not participate in wrap programs, and it does not charge performance‑based fees.
Distinctive features include the stock‑only growth mandate combined with direct cash‑management services (money movement and percentage allocation among checking, savings, retirement, and brokerage accounts), and the use of signing‑bonus arrangements for certain private clients that require minimum investments for a stated period. The firm operates with a small client base and about $1.85 million in assets under management, does not custody client assets, and allows clients to select their own broker‑dealer.
Client services
Portfolio management
Expertise
Active portfolio management
Wealth management
Occupation focus
Professional Athlete
Entertainment Industry
Fee options
2% annually (0.50% quarterly) based on account value at the last day of each quarter
Fee-only: Advisory fees are asset-based and deducted quarterly; no commissions or other compensation accepted
Main office location
Quest Investment Firm
Sacramento CA, United States
Number of offices
1
Most active in
Quest Investment Firm has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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