Aequitas Financial, LLC

Overview

Aequitas Financial, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Aequitas identifies itself as an active ESG investor and is not positioned as a capital allocator, pension consultant, or multi-state adviser per the available filings.

Assets & Accounts

Public Holdings

Investments & Alternatives