Top Wealth + Best-in-State · rank 3 · Foster City, California · listed firm: IEQ Capital
Identity & firm
- Firm — IEQ Capital (high)
- “(1) I am an associated person of IEQ Capital, LLC. (Firm CRD# 301819), an SEC registered investment adviser. The majority of my time is devoted to activities for IEQ Capital, LLC.” — sec_finra_regulatory
- Parent company — independent (high)
- “We combine rigorous investment management with comprehensive wealth architecture, all built on decades of expertise and a fully independent structure.” — firm_official
- Firm type — independent_ria (high)
- “I am an associated person of IEQ Capital, LLC. (Firm CRD# 301819), an SEC registered investment adviser.” — sec_finra_regulatory
- “This broker is not currently registered.” — sec_finra_regulatory
- Team name — gap: not_applicable
- Team size — gap: not_found_after_search
- CRD — 2680849 (high)
- “BrokerCheck Report ROBERT JOHN SKINNER JR CRD# 2680849” — sec_finra_regulatory
- “06/2019 - Present IEQ Capital, LLC Co-President, Managing Member Y Foster City, CA, United States” — sec_finra_regulatory
- Years experience — 31 (high)
- “Mr. Skinner began his career at Fidelity Investments in 1995 before joining Merrill Lynch, where he served as First Vice President of Investments.” — firm_official
- “General Securities Representative Examination Series 7 12/02/1995” — sec_finra_regulatory
- Designations — — (high)
- “This section details that the representative has reported 0 professional designation(s).” — sec_finra_regulatory
Book of business
- Team AUM ($M) — 41700 (high)
- “"Team Assets (Custodied)":"$41.7B"” — forbes_shook
- “IEQ Capital is a $49+ billion asset manager and multifamily office serving high-net-worth individuals and institutional clients.” — firm_official
- Account minimum ($M) — 10 (high)
- “"Minimum account size for new business":"$10M"” — forbes_shook
- Typical client net worth ($M) — 20 (high)
- “"Typical Net Worth of Relationships":"$20M-5B"” — forbes_shook
- Client niche — ultra-high-net-worth families and institutional investors via a multifamily office model (high)
- “IEQ Capital is a $49+ billion asset manager and multifamily office serving high-net-worth individuals and institutional clients.” — firm_official
- Custodians — gap: not_found_after_search
- Fee model — aum_fee (low)
- “$49.9B in regulatory assets under management” — firm_official
Positioning & marketing
- Website url — https://ieqcapital.com/team/rob-skinner/ (high)
- “Robert Skinner is a Founder and Managing Partner of IEQ Capital, where he also chairs the firm's Investment Committee.” — firm_official
- Value proposition (verbatim) — Pursuing Investment Excellence. The Modern Family Office. We combine rigorous investment management with comprehensive wealth architecture, all built on decades of expertise and a fully independent structure. (high)
- “Pursuing Investment Excellence. The Modern Family Office.” — firm_official
- “We combine rigorous investment management with comprehensive wealth architecture, all built on decades of expertise and a fully independent structure.” — firm_official
- Differentiators — Fully independent, employee-owned structure, Modern family office: investment management plus wealth architecture in one platform, Private Access. Personal Attention., Curated access to vetted alternative investments, Scale of 330+ financial professionals managing $49.9B RAUM (high)
- “Private Access. Personal Attention.” — firm_official
- “We combine rigorous investment management with comprehensive wealth architecture, all built on decades of expertise and a fully independent structure.” — firm_official
- Content marketing — active (medium)
- “Navigating Macro Risks in 2026: A Playbook for Resilience in UHNW Portfolios” — firm_official
- Has podcast — no (medium)
- “Tax-Efficient Investing for UHNW Portfolios” — firm_official
- Books published — 0 (low)
- “Robert Skinner is a Founder and Managing Partner of IEQ Capital, where he also chairs the firm's Investment Committee.” — firm_official
- Linkedin url — https://www.linkedin.com/in/robert-skinneriii/ (medium)
- “Robert Skinner - IEQ Capital | EPIQ Family Office | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- Press awards — Barron's America's Top 100 Financial Advisors (2015-2019), Barron's America's Top 100 Independent Wealth Advisors (2015-2018), Barron's interview with Steve Garmhausen on leadership at IEQ Capital (medium)
- “Rob Skinner, Co-Founder and Managing Partner of IEQ Capital, recently spoke with Steve Garmhausen of Barron's about the principles that shape his leadership” — firm_official
Visual brand
- Has distinct logo — no (high)
- Logo url — https://ieqcapital.com/wp-content/uploads/2026/06/IEQ-Capital-Logo-2.svg (high)
- Visual brand notes — Deep navy and charcoal grounds against generous white space; clean modern sans-serif with weight-driven hierarchy; minimal abstract hero imagery and candid professional photography over stock. (medium)
- “Pursuing Investment Excellence. The Modern Family Office.” — firm_official
