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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-14-2019
- Office Locations
- 23
Office Locations
About IEQ Capital, LLC
EPIQ (IEQ Capital, LLC) is a Silicon Valley-based multi-family office and institutional-style investment manager serving ultra-high-net-worth families and institutions (typically $100M+ net worth). The firm combines investment management with integrated wealth services across tax/trust/estate planning, credit and lending, philanthropy, and family services, and builds portfolios using both public vehicles (including ETFs) and private funds, often custodying at Schwab.
Reported data analysis
What the numbers show
Between October 30, 2025 and June 9, 2026, reported AUM increased 60.4%, from $35.4B to $56.8B.
Across 5 reported observations, AUM increased 219.1% between November 4, 2022 and June 9, 2026, from $17.8B to $56.8B.
Of the latest reported AUM, 81.5% is discretionary and 18.5% is non-discretionary.
The firm reports 193 advisory representatives and 2,309 clients, or 12 clients per representative. That equates to $24.6M in reported AUM per client.
The profile lists 23 reported office locations and 7 years in operation. The source data was last updated on June 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full IEQ Capital, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ERIC SCOTT HARRISON
Managing Partner, Wealth Advisor
- CRD
- #5642015
- Ownership
- Less than 5%
DEAN ISAAC HORWITZ
Chief Operations Officer, Investment Advisor
- CRD
- #5658885
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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David Abston
--
- CRD
- #7596032
Derek Lee Ackerman
--
- CRD
- #7948616
Showing 2 of 212 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,242,350,163 | $21,588,399 |
| Non-Discretionary | $10,523,284,948 | $63,013,682 |
| Total | $56,765,635,111 | $24,584,511 |
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Separately Managed Accounts
SMA allocation detail is available
IEQ Capital, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
IEQ Capital, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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