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Alexander M
Series 65
Seneca, SC
IQ Capital Strategy LLC
Alexander Medlin is a financial advisor at IQ Capital Strategy LLC with four years of industry experience and holds a Series 65 credential. In addition to his advisory role, he is involved in two South Carolina-based businesses: A to Z Landscaping, where he is an employee, and A to Z Sanitation, where he is a part-owner. Medlin’s work history includes positions at Wildwood and various other roles dating back to 2016. IQ Capital Strategy LLC provides discretionary portfolio management to individuals and charitable organizations, managing approximately $22.6 million. The firm’s investment approach incorporates technical analysis and algorithm-driven trade signals, focusing on capital appreciation with lower volatility through diversified allocations including ETFs, equities, fixed income, futures, and commodities.
Blake P
Series 65
Seneca, SC
IQ Capital Strategy LLC
Blake Pitts is a financial advisor at IQ Capital Strategy LLC with five years of industry experience and holds a Series 65 designation. Prior to his advisory role, he operated Pitts Lawn Care for three years and has served as a pastor at LifePoint Church in Seneca, SC since 2013. In his role at the church, he dedicates significant time to non-investment-related activities. IQ Capital Strategy LLC provides discretionary investment management to individuals, high-net-worth clients, and charitable organizations, managing approximately $24.5 million across 154 accounts. The firm uses algorithmic trade-signal software and diversified investments including ETFs, equities, fixed income, single-stock futures, and commodities to pursue capital appreciation with lower volatility.
Dalton M
Series 65
Seneca, SC
IQ Capital Strategy LLC
Dalton Massey is a Series 65-licensed financial advisor at IQ Capital Strategy LLC with one year of industry experience. Prior to joining IQ Capital Strategy, he held various roles including management of Sureflow Gutters, LLC, a Seneca, SC-based business he owns and oversees. IQ Capital Strategy LLC provides discretionary investment management to individuals, high-net-worth clients, and charitable organizations, utilizing algorithmic trade-signal software and a diversified portfolio approach that includes ETFs, equities, fixed income, single-stock futures, and commodities.
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