Ieq Capital, LLC
Foster City, CA·SEC-registered · CRD #301819
Ieq Capital, LLC is an SEC-registered investment advisory firm in Foster City, CA managing $57B across 2.5k client accounts, with 193 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$57B
Client accounts
2.5k
Advisory staff
193
Fee model
Fee-based
How Ieq Capital, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL IEQ CAPITAL, LLC
See how Ieq compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Ieq Capital, LLC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Ieq Capital, LLC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Ieq Capital, LLC
How much does Ieq Capital, LLC manage?
Per its most recent SEC Form ADV filing (06/09/2026), Ieq Capital, LLC reports $57B in regulatory assets under management across roughly 2.5k client accounts.
How does Ieq Capital, LLC charge?
Ieq Capital, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Ieq Capital, LLC a fiduciary?
Yes. Ieq Capital, LLC is registered with the U.S. Securities and Exchange Commission (CRD #301819), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Ieq Capital, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Ieq Capital, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Foster City, CA
Profile compiled from Ieq Capital, LLC's public SEC Form ADV filing (CRD #301819, filed 06/09/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Ieq Capital, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Ieq Capital, LLC? Claim this profile.