Advisor at Quest Investment Firm
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.
Firm
Quest Investment Firm
Location
Sacramento, CA
Credentials
Series 65
Industry experience
11 years
Samer Dhillon is a financial advisor at Quest Investment Firm in Sacramento, CA, with 11 years of industry experience. He holds a Series 65 designation and has worked at Quest Investment Firm since 2014 and Atlas Capital, LLC since 2019, where he serves as CEO and managing investment advisor. Quest Investment Firm provides portfolio management and retirement-account advice to individual and small-business clients, with wealth-management services tailored to private clients such as professional athletes and high-net-worth individuals. The firm employs an active, equities-focused investment approach centered on growth stocks and offers operational support including cash management and coordination of clients’ financial accounts.
2% annually (0.50% quarterly) based on account value at the last day of each quarter
Fee-only: Advisory fees are asset-based and deducted quarterly; no commissions or other compensation accepted
Sacramento, CA
California
Atlas Capital, LLC
2019 - Present (7 years)
Quest Investment Firm
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Sacramento, CA
Mechfi
Series 65
Sacramento, CA
Cow Capital Inc
CFA®
Sacramento, CA
Atwima Wealth Management LLC
Series 65
Sacramento, CA
Onesta Wealth Management, LLC
Series 63, Series 65
Roseville, CA
Covered Edge Asset Management, LLC
Series 63, Series 66
Sacramento, CA
Cypress Point Financial Advisors
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")