Michael H. Simms
Investment adviser representative at Capital Markets Iq, LLC
14 yearsExperience
3 statesRegistered in
$571.4MFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Capital Markets Iq, LLCJun 2016 to now
- Veracity Financial ServicesApr 2012 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 3 states (CA, FL, TX).
Capital Markets Iq, LLC
$571.4MAssets managed
884Clients
19Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5753849
- Firm CRD
- 134921