San Clemente, CA Office
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Quiver Financial Holdings LLC
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Firm-wide stats for Quiver Financial Holdings LLC
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.
Based on Quiver Financial Holdings LLC
Location
501 North El Camino Real, Suite 200
San Clemente CA 92672
Advisors at this office
2
Advisors at this office
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 in San Clemente, CA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at American Trust Investment Services, Inc., Newport Coast Securities, and Brookstreet Securities Corporation. Mcfadden is also the CEO of Quiver Financial Insurance Services and serves as managing principal and chief compliance officer for Quiver Financial Holdings LLC; additionally, he is a managing partner at North Beach Auto, LLC, where he advises on strategy and operations. Quiver Financial Holdings serves individual, high-net-worth, and institutional clients with portfolio management, financial planning, consulting, and managed account services. The firm provides tailored advice using a variety of investment strategies and operates a subscription newsletter offering macro commentary on emerging sectors and disruptive technologies.
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