Kevin Thomas
Constellation Wealth Advisors · Cincinnati, Ohio
Kevin Thomas is a fee-only financial advisor at Constellation Wealth Advisors in Cincinnati, Ohio, who holds the CFP credential. Constellation Wealth Advisors reports charging a percentage of assets, a subscription, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Constellation Wealth Advisors |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Subscription · Fixed fees · Performance-based fees |
| Assets under management | $5.40B across 2,095 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 6764399 |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | www.quadrantwealth.com |
How Kevin's firm compares
- Constellation Wealth Advisors's average account is about $2.6 million, from its Form ADV (assets managed divided by 2,095 accounts).
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Questions about Kevin
Is Kevin Thomas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Constellation Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, Constellation Wealth Advisors, reports charging a percentage of assets, a subscription, fixed fees and performance-based fees on its SEC Form ADV.
Where is Kevin Thomas based?
Kevin Thomas is based in Cincinnati, Ohio.
What credentials does Kevin Thomas hold?
Kevin Thomas holds the CFP credential.
Is Kevin Thomas registered with the SEC?
Yes. Kevin Thomas is registered as an investment adviser representative in OH (CRD 6764399), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Constellation Wealth Advisors manage?
Constellation Wealth Advisors reports $5.40B across 2,095 accounts in assets under management.
How do I contact Kevin Thomas?
Through Kevin's website, www.quadrantwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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