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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Wave signal
- Established Date
- 11-14-2005
- Office Locations
- 19
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.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANITA B CARLINO
CONTROLLER
- CRD
- --
- Ownership
- Less than 5%
MATTHEW V RABINOWITZ
Chief Executive Officer
- CRD
- #5772204
- Ownership
- Less than 5%
Quantum insight
Fusion alpha insight
- CRD
- #19387
- Ownership
- 27.8%
Showing 2 of 4 owners & executives
Unlock allContacts
STEPHEN MAYNARD ALINIKOFF
Principal
- CRD
- #1022014
Jason Lawrence Bright
--
- CRD
- #6937240
Value pioneer
Peak capital
- CRD
- #57677
Showing 2 of 24 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
Total SMA Asset: $571,446,571
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $337,321,137 | 8.6% |
| Public Funds | $804,079,455 | 20.5% |
| Cash | $725,632,679 | 18.5% |
| Other | $717,788,001 | 18.3% |
| U.S. Government/Agency | $156,893,552 | 4.0% |
| Municipal Bonds | $396,156,219 | 10.1% |
| Corporate - Investment Grade | $784,467,762 | 20.0% |
| Total | $3,922,338,805 | 100.0% |