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Capital Markets IQ, LLC

Capital Markets IQ, LLC. CRD 134921

Capital Markets IQ, LLC logo

CRD: 134921

Capital Markets IQ, LLC

Wilmington, DE, 19802
4703301289
capitalmarketsiq.com
$571.4M Total AUM
$455.6M Disc. AUM
23.4% 3Y CAGR
23 Employees
962 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท SEI
Clients
Retail and Institutional
Platforms
Wave signalElement signal
Established Date
11-14-2005
Office Locations
19

Office Locations

1520 E Covell Blvd Suite B5, #325 Davis CA
200 Broadhollow Road Suite 207 Mellville NY
2500 Thompson Mill Road Buford GA

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

56 AVG AGE
$28.6M AVG AUM / ADVISOR
$594.0K AVG AUM / CLIENT
7.5 yrs AVG TENURE
23 Employees
20 Advisory Reps
19 RIA Reps
20yrs Firm Age

Insights

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Accredited Investors

Crest

Asset Classes

North element North wave Value Pioneer timber Fusion Delta harbor Prime vector

Client Personas

Meridian Vital signal

Custodian

Vital Glacier

Investment Themes

Legacy element Timber Beacon vertex Crest Ridge oak

Investment Vehicles

Crest quantum

Platform

Radial prime

Services

Vertex Timber Quantum focus Frontier Frontier alpha Element foundation Capital north Frontier Catalyst unison

Technology

Vertex bridge Matrix

Owner & Executives

A

ANITA B CARLINO

CONTROLLER

CRD
--
Ownership
Less than 5%
(423) 633-9490
crest.vertex@insightcapital.com
in linkedin.com/in/vertex-ridge
M

MATTHEW V RABINOWITZ

Chief Executive Officer

CRD
#5772204
Ownership
Less than 5%
(602) 828-7439
atlas.wave@fusioncapital.com
in linkedin.com/in/harbor-beacon
Q

Quantum insight

Fusion alpha insight

CRD
#19387
Ownership
27.8%
(349) 908-6019
crest.vital@summitcapital.com
in linkedin.com/in/north-signal

Showing 2 of 4 owners & executives

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Contacts

S

STEPHEN MAYNARD ALINIKOFF

Principal

CRD
#1022014
(425) 827-6416
prime.insight@pioneercapital.com
in linkedin.com/in/pathway-foundation
Jason Lawrence Bright

Jason Lawrence Bright

--

CRD
#6937240
(638) 609-9023
atlas.vector@alphacapital.com
in linkedin.com/in/vector-vector
V

Value pioneer

Peak capital

CRD
#57677
(504) 605-5724
value.horizon@atlascapital.com
in linkedin.com/in/vector-beacon

Showing 2 of 24 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-11-2022
12-01-2023
12-16-2024
12-01-2025
04-20-2026
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

$571.4M Total SMA
Equity - Exchange:
8.6%
Public Funds:
20.5%
Cash:
18.5%
Other:
18.3%
U.S. Government/Agency:
4.0%
Municipal Bonds:
10.1%
Corporate - Investment Grade:
20.0%
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%

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