Elias John Mcquade

Employer firm

Mindful Capital Management CRD 340794

$1.93M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 01/2026
  Marotta Wealth Management
  Charlottesville, VA
• 04/2014 → 03/2020
  University Of Virginia
  Charlottesville, VA
• 02/2026 → Present
  Mindful Capital Management, Llc
  Decatur, GA

Previous Registrations

• 2016-08-31 → 2026-02-09
  Marotta Wealth Management, Inc.
  Charlottesville, VA

Other Businesses

Elias McQuade is the owner of Mindful Tea since 2015 (422 2nd Avenue, Decatur, GA 30030) a Loose Leaf Tea and Meditation Supplies since 2015. This requires approximately 10 hours a month, and the work is not investment related. Elias McQuade is the co-owner - Boards and Brews LLC, 941 Elm Street, Manchester NH 03104. Boards and Brews is a board game cafe. Elias does not devote any hours during security trading hours and this business is not investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-31

Designations

• Chartered Financial Analyst

Other Names

• Elias John Mcquade
• Elias John Mcquade