Ieq Capital, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

301819

SEC number

801-115278

Firm type

RIA

Assets under management

$56.8B as of Jun 9, 2026

Website

www.ieqcapital.com ↗

Phone

650-581-9807

Address

950 Tower Lane, Foster City, CA, 94404

Advisors at this firm

144 in our index · page 2 of 3

• Megan Janiece HerrinCRD 6681316 · Foster City, CA
  IA Registered
• Daniel Archer HillCRD 6969825 · Foster City, CA
  IA Registered
• Matthew Joseph HlavacekCRD 5346666 · San Francisco, CA
  IA Registered
• Lauren S HoffmanCRD 6302800 · Cypress, TX
  IA RegisteredRegistration inactive
• Dean Isaac HorwitzCRD 5658885 · Foster City, CA
  IA RegisteredRegistration inactive
• Frank J HurleyCRD 5490732 · New York, NY
  IA RegisteredRegistration inactive
• John HamlinCRD 7596592 · Dallas, TX
  IA Registered
• Michael James HenryCRD 6595935 · Dallas, TX
  IA RegisteredRegistration inactive
• Christopher HolmesCRD 7595997 · Dallas, TX
  IA Registered
• Michael Hideyoshi HorioCRD 6667076 · Foster City, CA
  IA Registered
• Bradley Ryan HowellCRD 8237450 · Atlanta, GA
  IA Registered
• Preston HwangCRD 8047329 · Foster City, CA
  IA Registered
• Dong Woo KimCRD 5445288 · Foster City, CA
  IA RegisteredRegistration inactive
• Dylan Eric KremerCRD 6093513 · Miami, FL
  IA RegisteredRegistration inactive
• Nicholas D KruegerCRD 7663042 · San Francisco, CA
  IA Registered
• Meenakshi Gauri KaramchetiCRD 7417808 · Foster City, CA
  IA Registered
• Jennifer KowalCRD 7835641 · Foster City, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Heather KwongCRD 7236289 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Sophie LangloisCRD 7405219 · Boston, MA
  IA RegisteredRegistration inactive
• Daniel Jin LeeCRD 5530411 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Ian David LinfordCRD 5965494 · Foster City, CA
  IA RegisteredRegistration inactive
• Frank Greenfield LankfordCRD 2441063 · Atlanta, GA
  IA RegisteredRegistration inactive
• Samantha Emiko LeeCRD 7609650 · Foster City, CA
  IA Registered
• Jake Chan LenettCRD 7414527 · Foster City, CA
  IA Registered
• William Robert LynchCRD 7664022 · Los Angeles, CA
  IA Registered
• Warren Frank MasonCRD 5696979 · New York, NY
  IA RegisteredRegistration inactive
• Frank Joseph McfarlandCRD 2680847 · Foster City, CA
  IA RegisteredRegistration inactive
• John Joseph MicekCRD 4438532 · Foster City, CA
  IA Registered
• James William MorrisCRD 6140164 · Atlanta, GA
  IA RegisteredRegistration inactive
• Elizabeth Ann MurrellCRD 2863424 · Foster City, CA
  IA RegisteredRegistration inactive
• Lloyd McclellandCRD 7711961 · San Francisco, CA
  IA RegisteredRegistration inactive
• John Robert MccourtCRD 7412132 · Atlanta, GA
  IA Registered
• Rebecca Ann MccourtCRD 7903362 · Danville, CA
  IA Registered
• Bennett Daly McdermottCRD 7956533 · Foster City, CA
  IA Registered
• Kade MerrillCRD 7736643 · Dallas, TX
  IA RegisteredRegistration inactive
• Perry Max MikicCRD 8004528 · Foster City, CA
  IA Registered
• Christian Edward NelsonCRD 3207714 · Foster City, CA
  IA RegisteredRegistration inactive
• Drew Bradley NormanCRD 7119591 · Dallas, TX
  IA RegisteredRegistration inactive
• Jack K NathanCRD 8209221 · San Francisco, CA
  IA Registered
• Daniel James Henry NowakCRD 6958302 · Foster City, CA
  IA Registered
• Jennifer Howard O'nealCRD 7408258 · Dallas, TX
  IA Registered
  Disclosure event(s) on record
• Ryan Christopher OrtizCRD 7359489 · Foster City, CA
  IA RegisteredRegistration inactive
• Aarish Romesh PatellCRD 6036105 · San Francisco, CA
  IA RegisteredRegistration inactive
• Aaron Ross PriceCRD 5099484 · Foster City, CA
  IA RegisteredRegistration inactive
• Ryan John PattersonCRD 6714981 · Foster City, CA
  IA Registered
• Joshua Colin PerlmutterCRD 7651545 · Los Angeles, CA
  IA Registered
• Chase Mariott PhelpsCRD 7409466 · San Francisco, CA
  IA Registered
• Douglas PoetzschCRD 6078366 · Atlanta, GA
  IA RegisteredRegistration inactive
• Melanie Rachel RahillyCRD 7260328 · Dallas, TX
  IA Registered
• Monique Nicole RayCRD 7236724 · Foster City, CA
  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.