Quincy Wells Capital, LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
101
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 SEC-registered as of 2025. The firm’s ownership is listed as a combination of a domestic entity and an individual. Its internal classification is shown as unclassified and it is not identified as a capital allocator, related adviser, pension consultant, multi-state adviser, or an active ESG investor. Public-facing details about the firm’s business activities, advisory services, fee schedules, and client segments are not provided in the source material. The available metadata therefore primarily describes legal form and regulatory status rather than investment strategy, sector focus, or service lines.

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 11
  • Robert Anderson

    Robert Anderson

    Founder & CEOCRD 3101064

  • Kelly Sigmon

    Kelly Sigmon

    CEO and FounderCRD 7909252

  • Robert Boggess

    Robert Boggess

    Chief Executive OfficerCRD 5007422

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Contacts

3 of 90
  • Joseph Mcleod

    Joseph Mcleod

    Senior Wealth AdvisorCRD 6405239

  • Stephen Haskell

    Stephen Haskell

    PartnerCRD 6864948

  • John Neppel

    John Neppel

    PrincipalCRD 5008476

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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