Eqm Capital LLC

Eqm Capital LLC (CRD# 167171) is a financial advisory firm headquartered in San Diego, CA. They manage $2,127,348 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $101,302
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Eqm Capital LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jane L. Edmondson
CRD#: 2198396
10755 Scripps Poway Parkway #398, San Diego, CA 92131
98
Wealthminder
score

Jane Edmondson (CRD# 2198396) is the founder of Eqm Capital LLC in San Diego, CA and has over 23 years of experience in the finance industry. She is also the co-founder of Eqm Indexes, a provider of indexes for the ETP industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.