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| Keyboard |
| Aequitas Investment Advisors LLC
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|---|---|
| CRD # | 127625 |
| SEC # | 801-110328 |
| CIK # | |
| AUM | 826.1 M (2026-03-27) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 781-740-1199 |
| Address | 175 Derby St Hingham, MA 02043 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 19.2 |
| (b) Individuals (high net worth individuals) | 147 | 690.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 9 | 116.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,238 | 826.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,238 | 826.1 |
| Total | 1,238 | 826.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 826.1 | |
| Total | 1,238 | 826.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 3 |
| Serves | Institutional, Retail |
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|---|---|---|
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FL | 828.3 M |
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827.7 M | |
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MPS-Loria Financial Planners LLC
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IL | 826.6 M |
|
Madden Securities Corporation
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|
Foguth Wealth Management LLC
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|
MI | 825.1 M |
|
Tannin Capital LLC
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|
NC | 824.9 M |
|
Waypoint Wealth Counsel LLC
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GA | 824.3 M |
|
Redblack Advisers Inc
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NJ | 823.6 M |