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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between July 18, 2018 and August 9, 2019, reported AUM increased 85.8%, from $6.8M to $12.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 172 clients, or 43 clients per representative. That equates to $131.6K in reported AUM per client.
The profile lists 2 reported office locations and 9 years in operation. The source data was last updated on March 31, 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
- Platform
- Services
- Technology
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The full IQ Capital Strategy LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Unlock allContacts
DALTON BRIAN MASSEY
Founder & CEO
- 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
SMA allocation detail is available
IQ Capital Strategy LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.