Equatorial Advisors, LLC

Overview

Equatorial Advisors, LLC is a small, independent registered investment adviser that positions itself as a capital allocator for both individual and institutional clients. The firm combines financial planning with discretionary portfolio management and the selection of third‑party advisers. Its investment activity tilts heavily toward publicly traded equities and exchange‑traded products, with equity exposure representing the largest share of client portfolios. Equatorial uses a fee model that blends percentage‑of‑AUM charges with fixed fees, and it operates with an owner‑managed structure typical of a boutique RIA. Investment preferences emphasize liquid, exchange‑traded instruments as the primary portfolio building blocks while maintaining access to third‑party alternative managers and insurance products when appropriate. The firm is not an active ESG investor and does not identify as a multi‑state adviser. It also lists an affiliation with an insurance company, which can shape product availability and planning solutions for clients.

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Public Holdings

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Location & Offices