ISQ CAPITAL

Overview

ISQ Capital LLC is a limited liability company that functions as a capital allocator and conducts both advisory and financial product distribution activities. The firm is reported as SEC-registered in 2026 and lists ownership that includes a domestic entity and an individual. It describes a broad mix of fee arrangements—percentage of AUM, hourly, subscription, fixed, commissions, and performance-based fees—reflecting flexibility in how it charges clients. On the business side ISQ Capital operates as an insurance broker and sells other financial products. Its advisory services span financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting, selection of sub‑advisers, and client education through publications and seminars. The firm is not active on ESG investing and is not described as a multi-state adviser. It also reports relationships with affiliated entities, including a broker-dealer, another investment adviser, and an insurance company.

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Location & Offices