Advisors Leave IEQ Capital for Maveriq Capital
A group of former Epiq advisors moved their registrations from IEQ Capital to newly formed multi-family office Maveriq Capital Group.
Updated on Nov. 5, 2026 in Financial Planning
A group of IEQ Capital advisors, including former Epiq Capital Group team members, left for Maveriq Capital Group. The advisor registrations switched on a Friday, two weeks after Maveriq received SEC approval to operate as a registered investment adviser.
Why it matters
The move reflects the continued reshaping of wealth management firms after IEQ's 2024 acquisition of Epiq Capital Group. Clients of the departing advisors could be affected by changes in how their accounts are managed and serviced.
IEQ's latest Form ADV reported $56.8 billion in client assets and 2,300 high-net-worth clients as of June 9, while Maveriq's first Form ADV lists no regulatory assets. The filings do not indicate how much of that total will transfer to Maveriq.
The players
IEQ Capital
IEQ Capital is a wealth management firm that acquired Epiq Capital Group in August 2024.
Maveriq Capital Group
Maveriq Capital Group is a multi-family office registered with the SEC that was formed in August 2026.
Rick Withers
Rick Withers is a former IEQ advisor who is now a partner at Maveriq Capital Group.
The details
All advisor registrations switched from IEQ to Maveriq on a Friday. Maveriq operates under the SEC's 120-day rule, which allows an adviser to begin operating pending approval if it expects to meet criteria including $100 million in client assets within four months.
Timeline
August 2024: IEQ acquired Epiq Capital Group, folding about $5.3 billion in assets into its $26.5 billion total.
October 1, 2025: Chad Boeding stopped serving as a managing partner of IEQ.
February 2026: Boeding gave up his vice chairman and consultant role.
August 2026: Maveriq Capital Group was formed.
Two weeks before the advisor move: Maveriq received SEC approval to operate as a registered investment adviser.
Industry Context
The move follows IEQ Capital's August 2024 acquisition of Epiq Capital Group, which combined about $5.3 billion in Epiq assets with IEQ's $26.5 billion. Advisor departures after such combinations are a recurring pattern in wealth management firm consolidation.
Clients of the departing advisors may see changes in who manages their accounts and how those accounts are serviced. Investors should confirm with their advisor or firm what the transition means for their account terms and fees.
The takeaway
Advisor moves between firms can affect continuity of service, so clients benefit from asking their advisor directly about any changes to account management. Reviewing firm registration details on the SEC's public database can help clarify where an adviser is registered.
Further reading
For more on how advisors and clients navigate firm changes, see Financial Planning in San Francisco.
Source note: This article includes information reported by FA Magazine.
