Chase Mariott Phelps
Investment adviser representative at Ieq Capital, LLC
13 yearsExperience
1 stateRegistered in
$56.8BFirm assets
7 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Ieq Capital, LLCFeb 2025 to now
- Epiq Capital Group, LLCJul 2021 to Feb 2025
- Rockstar EnergyOct 2018 to Jun 2021
- University of OregonSep 2017 to Jun 2021
- Lariat Lodge Brewing CompanyOct 2015 to Jun 2020
- Conifer High SchoolAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ieq Capital, LLC
$56.8BAssets managed
2,309Clients
197Advisers
7 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
- 7409466
- Firm CRD
- 301819