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Alexander Medlin

Advisor at IQ Capital Strategy LLC

Updated today
IQ Capital Strategy LLC logo

Firm

IQ Capital Strategy LLC

Location

Seneca, SC

Credentials

Series 65

Industry experience

4 years

About

Alexander Medlin is a financial advisor at IQ Capital Strategy LLC with a Series 65 credential and three years of industry experience. He is also involved in non-investment businesses, including A to Z Landscaping, LLC, where he works as an employee, and A to Z Sanitation, LLC, where he is a part-owner. IQ Capital Strategy, LLC provides discretionary investment management to individuals, high-net-worth clients, and charitable organizations, managing approximately $24.5 million across about 154 client accounts. The firm employs an investment approach focused on technical analysis using algorithmic trade-signal software and utilizes ETFs, equities, fixed income, single-stock futures, and commodities to seek capital appreciation with lower volatility.

Client services

Based on IQ Capital Strategy LLC

Portfolio management
Portfolio management for charitable organizations

Expertise

Based on IQ Capital Strategy LLC

Active portfolio management

Fee options

Percentage

1% to 2.5% annually (negotiated annual fee based on assets under management)

Other

Account minimum: $25,000

Location

Seneca, SC

Most active in

South Carolina

Work history

A To Z Sanitation, LLC

2023 - Present (3 years)

A to Z Landscaping, LLC

2023 - Present (3 years)

IQ Capital Strategy, LLC

2022 - Present (4 years)

Wildwood

2021 - 2022 (1 year)

DOOR DASH

2019 - 2022 (3 years)

UnEmployed

2019 - 2019 (1 year)

Anderson University

2018 - 2019 (1 year)

Valvoline

2018 - 2018 (1 year)

Borg Warner

2018 - 2018 (1 year)

SCHOOL

2017 - 2018 (1 year)

Borg Warner

2017 - 2017 (1 year)

Anderson University

2016 - 2021 (5 years)

Seneca Middle and Seneca High School

2010 - 2016 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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