Aequitas Financial, LLC

Overview

Aequitas Financial, LLC is a small, independent registered investment adviser that focuses on serving individual and family clients with fee-based planning and portfolio management. The firm combines traditional financial planning and investment management with educational workshops aimed at smaller households and business owners. On the investment side Aequitas tilts toward publicly traded equities and mutual funds and reports being an active ESG investor, suggesting environmental, social and governance factors are incorporated into security selection or manager screening. The firm operates a flexible fee model—percentage of assets under management, hourly and fixed-fee arrangements—allowing it to tailor engagement terms to smaller client relationships. Aequitas is not structured as a capital allocator and does not identify itself as a pension consultant or multi-state adviser; its practice appears oriented toward hands-on, discretionary portfolio work for a limited client base.

Assets & Accounts

Investments & Alternatives

Location & Offices