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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2017
- Office Locations
- 2
Office Locations
About IQ Capital Strategy LLC
IQ Capital Strategy is a South Carolina-based RIA providing wealth management, retirement planning, and estate planning for retail investors. The firm uses a blended, actively managed approach positioned as an alternative to traditional buy-and-hold/asset-allocation portfolios, aiming for diversification and drawdown mitigation. Portfolios are implemented primarily with ETFs (with limited derivatives) and are custodied through firms such as Charles Schwab and LPL.
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Owner & Executives
RAYMOND BRIAN MASSEY
Chief Executive Officer, Managing Member
- CRD
- #4175903
- Ownership
- 75% or more
JAMES ALLEN FREEMAN
--
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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DALTON BRIAN MASSEY
--
- CRD
- #7953362
Alexander Steele Medlin
--
- CRD
- #7523237
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,631,416 | $12,572,432 |
| Non-Discretionary | $0 | -- |
| Total | $22,631,416 | $12,572,432 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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