Eqis Capital Management Review


Trust Score 95%
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Last updated: May 21st, 2019. Data source: SEC filings.

Eqis Capital Management, federally registered in 2008, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 22 advisors. Eqis Capital Management manages $1.8 billion and provides investment advisory services for 18,873 clients (1:858 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $25,000
Average Client Balance $97,383
Hybrid Advisor No
Disciplinary History No
Total AUM $1.8 billion
Advisor / Client Ratio 1:858
Headquarters Ste San Rafael, CA
SEC Filings Forms and Brochures    (CRD # 126052)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY


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