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Financial ADVSR advisor moves · SEC adviser records, updated daily

Advisors who joined and left Maveriq Capital Group LLC

Every SEC-registered advisor who joined Maveriq Capital Group LLC or left it for another firm since October 22, and where they came from or went.

11 joined and 0 left for another firm since October 22, a net change of +11. The most came from Ieq Capital, LLC (11).

Every Maveriq Capital Group LLC advisor, by city and state →Which firms are gaining and losing advisors →

Where advisors came from and went

Came from

Ieq Capital, LLC 11

Joined Maveriq Capital Group LLC (11)

AdvisorCame fromOfficeSeen
Caden F. SanchezIeq Capital, LLCSan Francisco, CAOct 31
Chase M. PhelpsIeq Capital, LLCSan Francisco, CAOct 31
David A. AbstonIeq Capital, LLCSan Francisco, CAOct 31
Matthew J. HlavacekIeq Capital, LLCSan Francisco, CAOct 31
Maxwell I. BotteneIeq Capital, LLCSan Francisco, CAOct 31
Melanie R. RahillyIeq Capital, LLCSan Francisco, CAOct 31
Peter J. ZaninoIeq Capital, LLCSan Francisco, CAOct 31
Ryan H. LeamyIeq Capital, LLCSan Francisco, CAOct 31
Gregory W. ForbesIeq Capital, LLCSan Francisco, CAOct 30
Justin W. RenaudinIeq Capital, LLCSan Francisco, CAOct 30
Rick S. WithersIeq Capital, LLCSan Francisco, CAOct 30

Left Maveriq Capital Group LLC for another firm (0)

No advisors left for another firm since October 22.

Questions

How many advisors has Maveriq Capital Group LLC added recently?

11 SEC-registered advisors joined Maveriq Capital Group LLC and 0 left it for another firm since October 22, a net change of +11, according to the SEC's daily Investment Adviser Public Disclosure file. The most came from Ieq Capital, LLC (11).

Where does this data come from?

The SEC publishes every registered investment adviser representative and their firms each day. Financial ADVSR compares each day's file with the one before: an advisor who gains a firm counts as joining it, one who loses it as leaving. A departure counts only when the advisor shows up at another firm within 45 days; advisors who simply drop out of the file (retirements, broker-only roles, gaps in a day's file) aren't counted.

Source: the SEC's Investment Adviser Public Disclosure daily file, compared day by day since 2026-10-22. Investment adviser representatives only; broker-only moves (FINRA BrokerCheck) aren't included. Reported team moves and deals are in Advisor Moves.