DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

William Ellison Grayson

Ieq Capital, LLCindependent RIASan Francisco, Ca IA-onlyIAPD 2847729

Feed of 09/14/2026

Also filed as William Ellison Grayson

At current firm

0 y

since Aug 11, 2026

In the industry

29 y

since Mar 14, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Senior Managing Directorreportedieqcapital.comfirm site, Sep 15, 2026
Professional profile: ieqcapital.com/team/bill-graysonreportedieqcapital.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Ieq Capital, LLC independent RIA current
since Aug 11, 2026 · San Francisco, Ca
RBC Capital Markets, LLC national BD
Jul 20, 2020 to Aug 28, 2026 · San Francisco, Ca
Sanford C. Bernstein & Co., LLC other
Mar 4, 2013 to Mar 5, 2013 · San Francisco, Ca
Alliancebernstein L.P. other
Sep 17, 2009 to Jul 22, 2020 · San Francisco, Ca

Moves

a registration end followed by a registration begin elsewhere

RBC Capital Markets, LLC to Ieq Capital, LLC
left Aug 28, 2026, registered Aug 11, 2026 (-17 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Alliancebernstein L.P. to Sanford C. Bernstein & Co., LLC
left Jul 22, 2020, registered Mar 4, 2013 (-2697 days) · Other
Sanford C. Bernstein & Co., LLC to RBC Capital Markets, LLC
left Mar 5, 2013, registered Jul 20, 2020 (2694 days) · Other

Signals

William Ellison Grayson left Rbc Capital Markets, Llc for Ieq Capital, Llc (registered 2026-08-11)
Aug 28, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address