IQ Capital Strategy LLC
RIAState Registered
Total AUM
$22.6M
Discretionary
$22.6M
100% of AUM
Avg account
$83.2K
Accounts
272
Employees
4
Advisory reps
5
Firm details
- Headquarters
- ,
- CRD number
- 288724
- Registered since
- July 31, 2017
- Website
- iqcapitalstrategy.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals60.36%
- HNWI36.86%
- Charitable Organizations2.78%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
IQ Capital Strategy LLC is a South Carolina–registered independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and serves a client base made up primarily of individual and family relationships. Its compensation model is a percentage-of-assets-under-management fee. The adviser does not position itself as a capital allocator and does not indicate active ESG investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities95%
- Public Funds/Mutual Funds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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