John Hamlin
Investment adviser representative at Ieq Capital, LLC
14 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
14 years in the industry.
- Ieq Capital, LLCFeb 2025 to now
- Epiq Capital Group, LLCJul 2022 to Feb 2025
- University of VirginiaAug 2021 to Jul 2022
- Columbia CapitalJul 2021 to Aug 2021
- University of VirginiaAug 2019 to Jul 2021
- OrvisJun 2019 to Aug 2019
- University of VirginiaAug 2018 to Jun 2019
- Episcopal School of DallasJul 2012 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7596592
- Firm CRD
- 301819