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Iqvestment, LLC

● SEC registered since 2014CRD 157514SEC# 801-79638
Export (members)
Reg. AUM
$22.3M
Employees
5
Accounts
237
Location

Iqvestment, LLC assets under management

Iqvestment, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2014. It reports $22.3 million in regulatory assets under management and employs 5 people.

Iqvestment, LLC owners & executives

4 reported
NameTitleOwnershipSince
Ethan Teel Brown ControlDirector Of Trading And OperationsUnder 5%2019
Iqvestment Holdings, LLC ControlSole OwnerOver 75%2020
Justin Carter DauschChief Compliance OfficerUnder 5%2019
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Frequently asked questions

How much does Iqvestment, LLC manage?

Iqvestment, LLC reports $22.3 million in regulatory assets under management on its Form ADV.

How many employees does Iqvestment, LLC have?

Iqvestment, LLC reports 5 employees.

Does Iqvestment, LLC disclose fund performance?

Iqvestment, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone877-486-4702
Office hours9a.m.-4p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$22.3M▲ 106%
Mar '25 — $10.9MApr '25 — $10.9MMay '25 — $10.9MJun '25 — $10.9MJul '25 — $10.9MAug '25 — $10.9MSep '25 — $10.9MOct '25 — $10.9MNov '25 — $10.9MDec '25 — $10.9MJan '26 — $10.9MFeb '26 — $10.9MMar '26 — $22.3MApr '26 — $22.3MMay '26 — $22.3MJun '26 — $22.3M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$22.3Mregulatory AUM
Discretionary $22.3M