Quest 10 Wealth Builders, Inc.
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 154092
· SEC file 801-126228
· Fuquay Varina, NC
· WWW.COMPLETEFINANCIALSOLUTIONS.ORG
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ADV data as of Jun 10, 2026
- Regulatory AUM
- $238M
- Discretionary
- $238M
- Clients
- 503
- Avg AUM / client
- $473K
- Accounts
- 1,086
- Employees
- 8
AUM over time
$121M
$238M
Jun 2022
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 392 | $70.6M | 29.7% |
| High net worth individuals | 111 | $167M | 70.3% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kenneth Darrell Stephenson | President | Chartered Financial Consultant | May 2010 (16y) | 50% – 75% |
| Stephenson, Sandra, V. | Secretary | Jan 2014 (13y) | 50% – 75% | |
| Gort, Bryan, Weston | Chief Compliance Officer | Aug 2024 (2y) | Less than 5% | |
| Valerie Marie Seymour | Registered representative | CFP | Apr 2015 (11y) | |
| Andrew Dixon Davenport | Registered representative | Jul 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/10/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Investments $208M (87% of AUM) Jun 2026
- Charles Schwab & Co. $26.7M (11% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 10, 2026.
View current Form ADV (SEC/IAPD) ↗