Skip to main content

CAPITAL MARKETS IQ, LLC

SEC Form ADV profile.

Total regulatory AUM
$571,446,571
Discretionary
$455,561,227
Non-discretionary
$115,885,344

Firm details

CRD number
134921
SEC file number
801-69992
Employees
23
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Performance-based

As of October 2026.