RIA Intel›Advisers›California›IEQ CAPITAL, LLC

IEQ CAPITAL, LLC

Advisory

N·FOSTER CITY, CA

Data as of Jan 22, 2026 · Source: SEC Form ADV

Total AUM

$35.4B

1-Year AUM Growth

+27.2%

3-Year CAGR

+27.1%

Employees

140

Assets Under Management

Total AUM$35.4B

Discretionary AUM$33.9B

Non-Discretionary AUM$1.4B

Discretionary %95.9%

Total Clients1,963

Team

Total Employees140

Investment Advisers222

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record20

First FilingApr 12, 2019

Latest FilingJan 22, 2026

🔒 Full AUM trend chart and 20 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on IEQ CAPITAL, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.