Quest Investment Firm
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Quest Investment Firm provides investment advisory and wealth management services to individuals and small businesses. It specializes in active management of growth-oriented equities across market capitalizations and also manages clients’ retirement accounts.
The firm’s investment approach is equity‑only, emphasizing trend and fundamental analysis to build portfolios aligned with each client’s risk profile, and clients may impose restrictions on specific securities. It generally exercises discretionary authority over accounts, does not participate in wrap fee programs, and leaves broker/custodian selection to clients.
Distinctive features include a wealth management offering tailored to private clients such as professional athletes, entertainers, and high‑net‑worth individuals that can extend to budgeting, bill‑paying, money movement and percentage allocation among checking, savings, retirement and brokerage accounts, and the use of signing‑bonus arrangements for some relationships. The adviser also reports it takes no commission‑based compensation and maintains no custody of client assets, combining a narrow stock‑only investment focus with these broader personal‑finance services.
Client services
Expertise
Occupation focus
Fee options
0.50% quarterly fee, equivalent to 2% annually, calculated on the account value at the last day of each calendar quarter
Main office
Sacramento CA
Advisors at this office
1
Most active in
California
Also doing business as
Dhillon, Samer Singh · Quest Investment Firm · Quest Investment Firm, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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