Quinc Pearcy
Advisor at Fort Advisors Inc
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Quinc Pearcy is a financial advisor at Fort Advisors Inc in Waco, TX, holding a Series 65 credential with 11 years of industry experience. His prior roles include positions at CoreCap Advisors, Alphastar Capital Management, and ownership of Pearcy Retirement Solutions. Outside of advisory work, he is a partial owner of HCAA, LLC, a physical therapy company, where he manages payments and payroll. Fort Advisors serves individual and high-net-worth clients with discretionary asset management and financial planning, employing a range of investment strategies and often utilizing third-party subadvisers to implement model portfolios under the firm’s oversight.
Client services
Based on Fort Advisors Inc
Financial planning
Portfolio management
Selection of other advisers
Private investment due diligence
Expertise
Based on Fort Advisors Inc
Private / alternative investments
Options & derivatives strategies
Real estate investing
Fee options
$500 - $20,000
0% - 2.50% annually
Up to $500 per hour
Location
7701 San Felipe Blvd., Suite 100
Austin, TX 78729
Most active in
Quinc P has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Fort Advisors, Inc.
2019 - Present (7 years)
CoreCap Advisors, Inc.
2016 - 2019 (3 years)
Pearcy Retirement Solutions
2014 - Present (12 years)
Fort Wealth Management
2014 - Present (12 years)
Alphastar Capital Management, LLC
2014 - 2016 (2 years)
HCAA, LLC
2008 - Present (18 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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