IQ Capital Strategy LLC

Overview

IQ Capital Strategy LLC is a small, owner-operated wealth advisory that focuses on portfolio management for individual clients and small businesses. The firm is organized as an LLC and has been SEC-registered since 2017. Its business model is fee-based, charging a percentage of assets under management, and it concentrates on direct equity exposure rather than broad multi-asset institutional mandates. The adviser is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and does not operate as a multi-state or related adviser. Investment activity centers on equity exposure, with a strong tilt toward non-exchange traded equity positions and private placement opportunities. The firm’s client base is households and family relationships rather than institutional plans, and its advisory work appears tailored to individualized portfolios for smaller account sizes. Custody and trading are handled through Charles Schwab & Co., which supports both public market access and private securities settlement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices