EM

Elias J. Mcquade

MINDFUL CAPITAL MANAGEMENT
DECATUR, GA 30030
Some features on this profile are disabled
CRD#: 6696006
EM

Professional summary


Elias John Mcquade, who also goes by Elias John Mcquade III, is a registered financial advisor currently at MINDFUL CAPITAL MANAGEMENT located in Decatur, Georgia.

Elias is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Elias has worked at 2 firms and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Elias John Mcquade Iii

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Elias John Mcquade's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 13, 2026 - Present

MINDFUL CAPITAL MANAGEMENT

Office #1: 422 2nd Avenue, Decatur, GA 30030
RIA
CRD#: 340794
DECATUR, GA
Past

August 31, 2016 - February 9, 2026

MAROTTA WEALTH MANAGEMENT, INC.

RIA
CRD#: 115645
CHARLOTTESVILLE, VA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(3/13/2026)

Exams


State Security Law Exam

Current Firm


MC
MINDFUL CAPITAL MANAGEMENT
MINDFUL CAPITAL MANAGEMENT | MINDFUL CAPITAL MANAGEMENT, LLC

CRD#: 340794 / SEC#:

Georgia
Registered Investment Advisory firm - (3/13/2026 Approved)
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Contact information


Main Address
422 2nd Avenue, Decatur, GA 30030
Mailing Address
Phone number
(404) 981-4331
Established
Firm type
Fiscal year end
# of Employees
1

Regulatory assets under management


Total Number of Accounts13
AUM (Assets Under Management)$ 1,200,000

Red Flags


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Company Information


MINDFUL CAPITAL MANAGEMENT

CRD#: 340794Decatur, GA 30030

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