Seneca, SC Office
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IQ Capital Strategy LLC
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Firm-wide stats for IQ Capital Strategy LLC
About
IQ Capital Strategy, LLC is a state-registered investment adviser that provides discretionary portfolio management to individuals (including high-net-worth clients) and charitable organizations. The firm manages approximately $22.6 million and generally implements tailored portfolios after collecting client information and agreeing on objectives, with a typical account minimum that can be waived at the firm's discretion.
The firm’s investment approach emphasizes technical analysis and algorithm-driven trade signals, and it seeks capital appreciation with lower volatility than equity markets by allocating across ETFs, equities, fixed income, single‑stock futures and commodities. Portfolios are managed on a discretionary basis and the strategy can involve relatively frequent short‑term trading and use of derivatives, margin and short sales, which may increase trading costs and have tax implications.
Notable distinctions include the firm’s publication of advertised performance results, a practice uncommon among similar advisory teams, and its registration as a commodity pool operator in addition to investment-adviser registration. The principal owns a dominant interest in the firm and maintains an affiliation with a broker‑dealer, creating potential commission-related conflicts, and the firm does not offer standalone financial planning services, focusing instead on investment management with custodial arrangements through a third-party custodian.
Based on IQ Capital Strategy LLC
Location
Seneca SC
Advisors at this office
3
Advisors at this office
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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