Kade Merrill
Investment adviser representative at Ieq Capital, LLC
12 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
12 years in the industry.
- Ieq Capital, LLCDec 2025 to now
- IeqNov 2025 to now
- Charles Schwab & Co., Inc.Jun 2023 to Sep 2025
- Full Time EducationAug 2022 to May 2023
- Fisher59May 2022 to Dec 2022
- Full Time EducationAug 2021 to May 2022
- LululemonJul 2021 to Jan 2022
- City of GrapevineMay 2021 to Sep 2021
- Full Time EducationAug 2020 to May 2021
- Jersey MikesJan 2020 to Aug 2020
- Full Time EducationJan 2014 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
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
- 7736643
- Firm CRD
- 301819