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
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 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.