IEQ Capital, LLC

RIASEC Registered
Total AUM
$56.8B
Discretionary
$46.2B
81% of AUM
Avg account
$24.6M
Accounts
2,309
Employees
266
Advisory reps
188

Firm details

Headquarters
Foster City, California
CRD number
301819
Registered since
May 14, 2019
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 acts as a capital allocator for both individual/family and institutional clients. The firm is SEC registered (2019) and combines portfolio management with financial planning, selection of other advisers, pension consulting and educational workshops. IEQ operates on a mix of percentage-of-AUM and fixed-fee arrangements and identifies itself as an active ESG investor. Industry affiliations include accounting and law firms. The firm has received repeated industry recognition, appearing on Barron’s Top 100 RIA list across multiple years, on Forbes’ RIA lists in 2023 and 2024, and on AdvisorHub’s 50 RIA Firms to Watch in 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 46%, Private Funds 26%, Public Funds/Mutual Funds 13%, Cash & Cash Equivalents 6%, State & Local Bonds 5%, US Government Bonds 3%46%
  • Exchange Traded Equities46%
  • Private Funds26%
  • Public Funds/Mutual Funds13%
  • Cash & Cash Equivalents6%
  • State & Local Bonds5%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 372

Active vs passive

$5.4B in ETFs

Passive

96%

$5.2B

Active

1%

$238M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$566M742,54210.49%

Location

Primary office

Foster City, CA

San Mateo

Location

Foster City, CA

Headquartered in Foster City, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
950 Tower Ln
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth