AEQUITAS INVESTMENT ADVISORS, LLC
SEC RegisteredAequitas: (Latin) Meaning Justice, Fairness & Equity
About the firm
Aequitas Investment Advisors is an independent investment advisory and financial planning firm dedicated to providing individual clients, trustees, charitable foundations and non-profit organizations with highly personalized service in the management of their financial assets. Aequitas offers a unique combination of personal service, substantial experience and independent advice, and all work is performed on a Fee-Only basis.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive investment planning, management of individual investment portfolios (non-discretionary investment management), retirement planning, charitable planning, sustainable investing, and second opinion consultations.
Who they serve
Individual clients, trustees, charitable foundations, and non-profit organizations with over $1 million in invested assets.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 33 | $19M |
| High Net Worth Individuals | 147 | $690M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 9 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AEQUITAS INVESTMENT ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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