Fee-only adviser · San Juan Capistrano, CA
Iq Trends Private Client Asset Management
Iq Trends Private Client Asset Management is a fee-only investment adviser registered with the securities regulators of California, Florida, with its main office in San Juan Capistrano, California. On its latest Form ADV, filed March 27, 2026, it reports $63M in regulatory assets under management, 45 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California, Florida |
|---|---|
| Firm CRD number | 118358 · SEC file 801-67945 |
| Office | 27132 Paseo Espada Suite B1222 San Juan Capistrano, CA 92675 |
| Phone | (866) 927-5250 |
| Website | iqtrends.com/asset_management.php |
| Regulatory assets under management | $63M ($60M discretionary) |
| Individual clients | 29 non-high-net-worth, 16 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Hourly |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in San Juan Capistrano
- Miller Financial Services, Inc. $127M
- Optivest, Inc. $319M
- Capital Financial Consultants Group, Inc. $37M
- Olhoeft Financial, LLC $82M
See all 5 fee-only advisers in San Juan Capistrano →
Nearby
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- Laguna Niguel 2 firms
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- Laguna Hills 7 firms
- Mission Viejo 9 firms
- Laguna Beach 6 firms
- Rancho Santa Margarita 1 firm
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