Iq Capital Strategy Llc
- Regulatory AUM
- $22.6M
- Discretionary
- $22.6M
- Clients
- 172
- Avg AUM / client
- $132K
- Accounts
- 272
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 172 | $13.7M | 60.4% |
| High net worth individuals | Fewer than 5 clients | $8.3M | 36.9% |
| Charitable organizations | Fewer than 5 clients | $630K | 2.78% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Raymond Brian Massey | Managing Member | Jun 2017 (9y) | 75% or more | |
| Portwood, William, Boyce | Chief Compliance Officer | Jul 2017 (9y) | Less than 5% | |
| Blake Anthony Pitts | Registered representative | Aug 2020 (6y) | ||
| Alexander Steele Medlin | Registered representative | Mar 2022 (4y) | ||
| Dalton Brian Massey | Registered representative | Jul 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $22.6M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗