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We are driven by a shared
commitment and
foundational trust

At IEQ Capital you get a highly experienced investment team, not just an individual adviser. As fiduciaries and community leaders, we prioritize the best interests of our clients and hold ourselves accountable to building a culture of integrity.

$46.6

Billion of Regulatory Assets Under Management*

20+

Years that the core team has been together

290+

Of the best and brightest minds
* 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. 

Our Team

Investors.
Business leaders.
At your service.

We are investors, not just advisers. We are independent and free from the limitations of larger financial institutions. These factors create a mutual incentive to provide investment opportunities tailored to your specific needs. Through clear communication and full transparency, we are dedicated to providing you with an exceptional client experience.