Quiver Financial Holdings LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$84,000,000
Clients
170
Advisors
3
across 2 offices
About
Quiver Financial Holdings serves individual and high‑net‑worth clients as well as investment companies and corporations, offering discretionary and non‑discretionary portfolio management, financial planning and consulting, and managed account services. The firm also offers a web‑based subscription newsletter that provides macro commentary on emerging sectors and disruptive technologies and is available to clients and other registered investment advisers.
The firm tailors advice to clients’ stated objectives, time horizons, and risk tolerances and uses a range of strategies including asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases; accounts are reviewed at least quarterly. Quiver offers performance‑based fee arrangements to qualified clients and engages in side‑by‑side management while emphasizing suitability reviews and ongoing client suitability checks.
Quiver is notable among peers of its size for operating a subscription research product, accepting performance‑based fees for certain qualified accounts, and providing services to investment company clients and private investment vehicles (including managing or advising on funds). The firm discloses affiliated insurance activities in which its personnel are licensed agents and a disciplinary history that includes a one‑month regulatory suspension and fine in 2014 and a 2010 arbitration settlement.
Client services
Expertise
Fee options
Up to $10,000 per project for financial planning services
up to 2.75% annually
Up to $750 per hour, negotiable
Management fee up to 1.50% plus up to 10% of capital gains (performance fee) for qualified clients
Up to $10,000 annually for subscription newsletter service, billed in arrears
Main office
See office501 North El Camino Real, Suite 200
San Clemente CA 92672
Advisors at this office
2
Offices (2)
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Advisors at this firm
Justin S
Series 63, Series 65
Katy, TX
Quiver Financial Holdings LLC
Justin Singletary is a financial advisor with Quiver Financial Holdings LLC in Katy, TX, holding Series 63 and Series 65 credentials and possessing nine years of industry experience. His work history includes roles at American Trust Investment Services, WestPark Capital, World Financial Group, and Transamerica Financial Advisors. He also serves as Director of Business Development for Quiver Financial, Inc. Quiver Financial Holdings serves individual and high-net-worth clients, investment companies, and corporations by providing portfolio management, financial planning, consulting, and managed account services. The firm offers a subscription newsletter focused on macro commentary and employs a diversified investment approach tailored to clients’ objectives, time horizons, and risk tolerances.
Patrick M
Series 66
San Clemente, CA
Quiver Financial Holdings LLC
Patrick Morehead is a financial advisor with Quiver Financial Holdings LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Global Crossing Airlines, GoJet Airlines, and several financial firms. Outside of advising, he is also active as a real estate agent and insurance sales agent, and he owns an asset protection company for personal real estate. Quiver Financial Holdings serves individual and high-net-worth clients, investment companies, and corporations by offering portfolio management, financial planning, consulting, and managed account services. The firm employs a range of investment strategies and operates a subscription newsletter providing macro commentary on emerging sectors and disruptive technologies.
Richard M
Series 66, Series 63
San Clemente, CA
Quiver Financial Holdings LLC
Richard Mcfadden is a financial advisor with Quiver Financial Holdings LLC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Quiver Financial Holdings since 2020 and previously worked at American Trust Investment Services, Inc. Mcfadden is also CEO of Quiver Financial Insurance Services and manages a non-investment related consulting role at North Beach Auto, LLC. Quiver Financial Holdings serves individual and high-net-worth clients, investment companies, and corporations, offering portfolio management, financial planning, consulting, and managed account services. The firm provides a subscription newsletter focused on macro commentary and emerging sectors, employing a variety of investment strategies tailored to client goals and risk tolerances.
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