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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-28-2023
- Office Locations
- 1
Office Locations
About Ingeniq Capital
Ingeniq Capital is a fee-only fiduciary RIA providing comprehensive wealth management across financial planning, investment management, and tax services. The firm serves retail clients (including business owners) and builds diversified portfolios that commonly use ETFs and fixed income. Custody includes Charles Schwab and Altruist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 10 clients, or 10 clients per representative. That equates to $278.8K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on March 30, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Ingeniq Capital record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
David Hyomin Choi
Chief Compliance Officer, Chief Executive Officer
- CRD
- #7762630
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,787,600 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,787,600 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Ingeniq Capital has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.