# Miguel Rundstrom-Holguin

> Miguel Rundstrom-Holguin is a fee-only financial advisor at QuadCap Wealth Management in Frisco, Texas. Miguel focuses on retirement planning, estate & legacy planning and tax planning. QuadCap Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/miguel-rundstrom-holguin/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** QuadCap Wealth Management
- **Based in:** Frisco, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.34B across 1,974 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Executives, Pre-retirees
- **CRD:** 7989677 (https://adviserinfo.sec.gov/individual/summary/7989677)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2024)
- **Firm size:** 23 employees
- **Disclosures:** None reported
- **Website:** http://www.quadcapwm.com

## Frequently asked questions

### Is Miguel Rundstrom-Holguin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Miguel holds no broker registration, and QuadCap Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Miguel charge for financial advice?

Miguel's firm, QuadCap Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Miguel Rundstrom-Holguin based?

Miguel Rundstrom-Holguin is based in Frisco, Texas.

### What does Miguel specialize in?

Miguel's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Miguel works with executives and pre-retirees.

### Is Miguel Rundstrom-Holguin registered with the SEC?

Yes. Miguel Rundstrom-Holguin is registered as an investment adviser representative in TX (CRD 7989677), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does QuadCap Wealth Management manage?

QuadCap Wealth Management reports $1.34B across 1,974 accounts in assets under management.

### How do I contact Miguel Rundstrom-Holguin?

Through Miguel's website, www.quadcapwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7989677): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.quadcapwm.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.