Sophia Monique Stoehr
Investment adviser representative at Ieq Capital, LLC
11 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
11 years in the industry.
- Ieq Capital, LLCJul 2025 to now
- Arixa CapitalJan 2024 to Jul 2025
- UnemployedSep 2023 to Dec 2023
- Bellwether Asset ManagementMay 2023 to Aug 2023
- Lincoln Property CompanyOct 2022 to Apr 2023
- University of Southern CaliforniaAug 2020 to May 2023
- UnemployedJul 2015 to Jul 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8144943
- Firm CRD
- 301819