INGENIQ CAPITAL

Overview

Ingeniq Capital is a small, individual‑owned advisory LLC that delivers financial planning and portfolio management services to individuals and small businesses, alongside pension consulting and educational workshops. The firm operates as an active discretionary manager across its accounts and favors liquid, exchange‑traded securities as the core of client portfolios. Fee arrangements include percentage of AUM, hourly charges, fixed fees and other fee types, giving flexibility to price planning and advisory engagements. Ingeniq Capital does not identify as an ESG investor and is not presented as a multi‑state adviser or a capital allocator; its filings characterize it as an unclassified adviser. Investment activity is centered on public equity exposures — the largest single asset bucket is exchange‑traded equities — while the firm supplements equity allocations with allocations to real estate through external managers. Its service mix and product choices suggest a boutique adviser model focused on managing concentrated pools of liquid assets with selective use of third‑party alternative managers for real estate exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices