Capital Markets Iq, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

134921

SEC number

801-69992

Firm type

RIA

Assets under management

$571.4M as of Apr 20, 2026

Website

www.linkedin.com/in/t-matthew-chase-38574139 ↗

Phone

310.882.6380

Address

Not yet retrieved from the source record

Advisors at this firm

18 in our index · page 1 of 1

• Stephen Maynard AlinikoffCRD 1022014 · Wilkes Barre, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jason Lawrence BrightCRD 6937240 · Buford, GA
  IA RegisteredRegistration inactive
• Thomas Matthew ChaseCRD 6359561 · Murfreesboro, TN
  IA RegisteredRegistration inactive
• Michael Gregory DickersonCRD 67338 · New Orleans, LA
  IA Registered
• Ian Matthew JohnsonCRD 6789313 · Murphy, TX
  IA RegisteredRegistration inactive
• Adam Steven JorgensenCRD 5606630 · Palm Beach Gardens, FL
  IA RegisteredRegistration inactive
• William John Penson LawtonCRD 865963 · Davis, CA
  IA Registered
• Thomas Mitchel MarshburnCRD 2239917 · Houston, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Daniel Eric MillmanCRD 6355655 · Mellville, NY
  IA RegisteredRegistration inactive
• David MirkinCRD 8030767 · Dallas, TX
  IA Registered
• Lawrence Fernandes PereiraCRD 4408339 · Cohasset, MA
  IA RegisteredRegistration inactive
• William W. PengCRD 5790866 · Sudbury, MA
  IA RegisteredRegistration inactive
• Matthew V RabinowitzCRD 5772204 · Arlington, TX
  IA Registered
• Jason Daniel SaylesCRD 4140191 · St. Petersburg, FL
  IA Registered
  Disclosure event(s) on record
• Robert Alan SchreiberCRD 1467891 · Memphis, TN
  IA Registered
• Michael H. SimmsCRD 5753849 · Palm Beach Gardens, FL
  IA Registered
• Timothy Gerard ValikCRD 7384154 · Wyckoff, NJ
  IA Registered
• Zachary Ryan WootenCRD 7504310 · Shepherdsville, KY
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.