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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-14-2005
- Office Locations
- 17
Office Locations
About Capital Markets IQ, LLC
Capital Markets IQ (CMIQ) is an independent RIA providing customized investment management and financial planning for individuals and entrepreneurs, with support for retirement, business succession, and portfolio construction. Portfolios emphasize asset allocation using ETFs/index funds alongside fixed income and select alternatives. A differentiator is its long-standing global network of specialists; the firm supports advisors via custodians such as Schwab/SEI and the Black Diamond platform.
Reported data analysis
What the numbers show
Between December 1, 2025 and July 28, 2026, reported AUM increased 26.7%, from $450.9M to $571.4M.
Across 5 reported observations, AUM increased 101.6% between December 11, 2022 and July 28, 2026, from $283.4M to $571.4M.
Of the latest reported AUM, 79.7% is discretionary and 20.3% is non-discretionary.
The firm reports 20 advisory representatives and 962 clients, or 48.1 clients per representative. That equates to $594.0K in reported AUM per client.
The profile lists 17 reported office locations and 20 years in operation. The source data was last updated on July 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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AdvizorPro subscribers can review Capital Markets IQ, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Capital Markets IQ, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ANITA B CARLINO
CONTROLLER
- CRD
- --
- Ownership
- Less than 5%
MATTHEW V RABINOWITZ
Chief Executive Officer
- CRD
- #5772204
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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STEPHEN MAYNARD ALINIKOFF
Principal
- CRD
- #1022014
Jason Lawrence Bright
--
- CRD
- #6937240
Showing 2 of 22 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $455,561,227 | $616,456 |
| Non-Discretionary | $115,885,344 | $799,209 |
| Total | $571,446,571 | $646,433 |
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Separately Managed Accounts
SMA allocation detail is available
Capital Markets IQ, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.