IEQ Capital, LLC

RIASEC RegisteredEst. 2019

Total AUM

$56.8B

Discretionary

$46.2B

81% of AUM

Avg account

$24.6M

Accounts

2,309

Employees

266

Advisory reps

179

Firm details

Headquarters: Foster City, California
CRD number: 301819
Registered since: May 14, 2019
Website: ieqcapital.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI99.6%
Charitable Organizations0.4%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

IEQ Capital, LLC is an independent registered investment adviser that functions as both a portfolio manager and a capital allocator. SEC registration dates to 2019 and ownership is a mix of domestic entity and individual ownership. The firm serves high-net-worth individuals and families as well as institutional clients, charging a combination of percentage-of-AUM and fixed fees. Its advisory services include financial planning, discretionary portfolio management for individuals and institutions, selection of other advisers, pension consulting support and educational workshops. IEQ identifies as an active ESG investor and maintains professional relationships with accounting and law firms to support client work. The firm has been recognized repeatedly in the trade press, including multiple Barron’s Top 100 RIA listings (2021–2025), Forbes Top RIA mentions (2023, 2024) and a 2026 AdvisorHub “50 RIA Firms to Watch” designation.