IC
IEQ CAPITAL, LLC
SEC RegisteredTHE PURSUIT OF INVESTMENT EXCELLENCE
FOSTER CITY, CAhttps://ieqcapital.com650-581-9807
Assets Under Management
$25B+
Employees
266
Office Locations
10 offices
Total Accounts
2309
About the firm
IEQ Capital is an investment advisory firm that has been named a Top Investment Advisory Firm by Barron's and is a Great Place to Work-Certified™ Company. The firm originates ideas and creates opportunities in pursuit of investment excellence.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Areas of expertise
Investment AdvisoryWealth ManagementRIA
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 2,300 | $56.5B |
| State/Municipal Entities | 9 | — |
0 total clients reported on Form ADV.
Leadership
Michael Alexander Lieberman
CHIEF COMPLIANCE OFFICER & CHIEF TECHNOLOGY OFFICER
Dean Isaac Horwitz
CHIEF OPERATIONS OFFICER
Alan Zafran
CO-CEO
Eric Scott Harrison
CO-CEO
Robert John Skinner
CO-CEO
Llc Ieq Holdings
MEMBER
Robert John Skinner
MANAGING MEMBER
Bethany Jane Peterson
CHIEF FINANCIAL OFFICER
Office locations
10 offices in 6 states
CA
FOSTER CITYHQ
CA
LOS ANGELES
CA
NEWPORT BEACH
MO
CLAYTON
MA
BOSTON
GA
ATLANTA
CA
SAN FRANCISCO
TX
DALLAS
NV
RENO
CA
LAFAYETTE
Advisors at this firm
Showing 100 of 188
David Abston
Investment Adviser Representative
Benjamin Craig Allen
Investment Adviser Representative
Yassin Ashour
Investment Adviser Representative
John Dowling Auer
Investment Adviser Representative
Leon Alexander Baer
Investment Adviser Representative
Greg Baglio
Investment Adviser Representative
Reed Patrick Bailey
Investment Adviser Representative
Nicholas Philip Barbieri
Investment Adviser Representative
Jarrett Mattew Bare
Investment Adviser Representative
Nicolle Araullo Baria
Investment Adviser Representative
Anna Battle
Investment Adviser Representative
Tyler James Baumann
Investment Adviser Representative
Adam Breckenridge Beard
Investment Adviser Representative
Andrew Luke Belcher
Investment Adviser Representative
Anne Collisson Beyel
Investment Adviser Representative
Samuel Edward Biscaro
Investment Adviser Representative
Itria Audenzia Bonansinga
Investment Adviser Representative
Andrea C Bott
Investment Adviser Representative
Maxwell Bottene
Investment Adviser Representative
Julia A Boustany
Investment Adviser Representative
Rowan Drake Bradlee
Investment Adviser Representative
Jack Andrew Brooks
Investment Adviser Representative
Alexander John-Hubert Brugger
Investment Adviser Representative
Samuel Curtis Brumbaugh
Investment Adviser Representative
Connor Steven Yong Buckle
Investment Adviser Representative
Joseph Robert Burlison
Investment Adviser Representative
Jack Burns
Investment Adviser Representative
Kevin Thomas Burt
Investment Adviser Representative
Kevin C Calenzani
Investment Adviser Representative
Riley Cantwell
Investment Adviser Representative
Alexandra Ann Carrington
Investment Adviser Representative
Brendan Patrick Casey
Investment Adviser Representative
Nicholas Paul Chang
Investment Adviser Representative
Austin D Chau
Investment Adviser Representative
Zhixin Cheng
Investment Adviser Representative
David Michael Coleman
Investment Adviser Representative
Samantha Grace Colleran
Investment Adviser Representative
Cameron P Connolly
Investment Adviser Representative
Daniel Martin Connolly
Investment Adviser Representative
Samuel Sutro Crawford
Investment Adviser Representative
William Bruce Crocker
Investment Adviser Representative
Cameron James Croteau
Investment Adviser Representative
Timothy Aaron Day
Investment Adviser Representative
Jack Thomas Deardorff
Investment Adviser Representative
Victoria A Dixon
Investment Adviser Representative
William Patrick Dugan
Investment Adviser Representative
Rachel Alexandra Elliott
Investment Adviser Representative
Samuel Epstein
Investment Adviser Representative
Michael James Fenner
Investment Adviser Representative
Bennett John Flynn
Investment Adviser Representative
Gregory Wells Forbes
Investment Adviser Representative
Sanjay Verma Foster
Investment Adviser Representative
Morgan James Friel
Investment Adviser Representative
Mason Jay Deborah Fung
Investment Adviser Representative
Stephen Richard Griffiths Jr
Investment Adviser Representative
Troy Andrew Ganter
Investment Adviser Representative
Jessica Diane Gardner
Investment Adviser Representative
Lauren Jill Garner
Investment Adviser Representative
Garret Scott Giglia
Investment Adviser Representative
Thomas Steven Glamuzina
Investment Adviser Representative
Amelia Jordan Goldstein
Investment Adviser Representative
Spencer Eric Gordon
Investment Adviser Representative
Wyatt Harrison Grauman
Investment Adviser Representative
Griffin Grooms
Investment Adviser Representative
Harry Thomas Guilfoyle
Investment Adviser Representative
Scott P Gutterman
Investment Adviser Representative
Thomas Blackburn Hazlehurst
Investment Adviser Representative
Spencer C Haly
Investment Adviser Representative
John Hamlin
Investment Adviser Representative
Lauren Mary Hansen
Investment Adviser Representative
Eric Scott Harrison
Investment Adviser Representative
Ryder James Haupt
Investment Adviser Representative
Eric Jacob Henrikson
Investment Adviser Representative
Michael James Henry
Investment Adviser Representative
Megan Janiece Herrin
Investment Adviser Representative
Daniel Archer Hill
Investment Adviser Representative
Matthew Joseph Hlavacek
Investment Adviser Representative
Lauren S Hoffman
Investment Adviser Representative
Christopher Holmes
Investment Adviser Representative
Michael Hideyoshi Horio
Investment Adviser Representative
Dean Isaac Horwitz
Investment Adviser Representative
Bradley Ryan Howell
Investment Adviser Representative
Frank J Hurley
Investment Adviser Representative
Preston Hwang
Investment Adviser Representative
Alexander Gregory Jack
Investment Adviser Representative
Jayant R Joshi
Investment Adviser Representative
Michael Paul Juettner
Investment Adviser Representative
Meenakshi Gauri Karamcheti
Investment Adviser Representative
Dong Woo Kim
Investment Adviser Representative
Jennifer Kowal
Investment Adviser Representative
Dylan Eric Kremer
Investment Adviser Representative
Nicholas D Krueger
Investment Adviser Representative
Heather Kwong
Investment Adviser Representative
Sophie Langlois
Investment Adviser Representative
Mathew Lapointe
Investment Adviser Representative
Joseph P Lalli
Investment Adviser Representative
Frank Greenfield Lankford IV
Investment Adviser Representative
Alexandra Victoria Leahy
Investment Adviser Representative
Ryan Henry Leamy
Investment Adviser Representative
Jeremy Devin Leaver
Investment Adviser Representative
Regulatory & compliance
CRD number
#301819
SEC Number
801-115278
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
ieqcapital.comPhone
650-581-9807Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. IEQ CAPITAL, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.