IEQ Capital

IEQ Capital is Registered Investment Advisor, with $46.6B of Collectively Managed RAUM, seeking to transform traditional wealth management.

Our quest is to integrate the Intellectual and Emotional Quotient, and to generate exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients.

We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations. *As of 3/31/2026 IEQ Capital, LLC (“IEQ”) manages $46.6 billion in RAUM.

IEQ RAUM as of 12/31/2025 as reported in IEQ Capital's Form ADV filed in March 2026 totaled $46.24 billion. EPIQ Capital Group’s contribution to the total RAUM referenced above reflects only assets under management reported for billable assets.