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Blake Pitts

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

5 years

About

Blake Pitts is a financial advisor at IQ Capital Strategy LLC with five years of industry experience and holds a Series 65 designation. Prior to his advisory role, he operated Pitts Lawn Care for three years and has served as a pastor at LifePoint Church in Seneca, SC since 2013. In his role at the church, he dedicates significant time to non-investment-related activities. IQ Capital Strategy LLC provides discretionary investment management to individuals, high-net-worth clients, and charitable organizations, managing approximately $24.5 million across 154 accounts. The firm uses algorithmic trade-signal software and diversified investments including ETFs, equities, fixed income, single-stock futures, and commodities to pursue 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

Pitts Lawn Care

2019 - 2022 (3 years)

LifePoint Church

2013 - Present (13 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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