William Bruce Crocker
Investment adviser representative at Ieq Capital, LLC
10 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
10 years in the industry.
- Ieq Capital, LLCAug 2024 to now
- UnemployedMay 2024 to Jul 2024
- Franklin TempletonJun 2023 to Aug 2023
- Bertram CapitalJun 2022 to Aug 2022
- OlukaiJun 2021 to Aug 2021
- Camp LonghornMay 2019 to Aug 2021
- Barbara Butler Artist BuilderMay 2016 to Aug 2019
- StudentSep 2014 to May 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7986600
- Firm CRD
- 301819