Overview
Assets Under Management: $451 million
High-Net-Worth Clients: 45
Average Client Assets: $3 million
Frequently Asked Questions
CAPITAL MARKETS IQ, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134921), CAPITAL MARKETS IQ, LLC is subject to fiduciary duty under federal law.
CAPITAL MARKETS IQ, LLC serves 45 high-net-worth clients according to their SEC filing dated December 01, 2025. View client details ↓
According to their SEC Form ADV, CAPITAL MARKETS IQ, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
CAPITAL MARKETS IQ, LLC manages $451 million in client assets according to their SEC filing dated December 01, 2025.
According to their SEC Form ADV, CAPITAL MARKETS IQ, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.98
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 827
Discretionary Accounts: 737
Non-Discretionary Accounts: 90
Regulatory Filings
CRD Number: 134921
Filing ID: 2024328
Last Filing Date: 2025-12-01 09:04:34
Website: 18