EQUIP, LLC

Overview

Equip, LLC is structured as a limited liability company and operates as an independent registered investment adviser focused on individual and family clients. The firm is owned by an individual and provides a mix of financial planning and discretionary portfolio management tailored to individuals and small businesses, along with educational seminars and workshops. Equip bills clients through a combination of percentage-of-AUM fees, hourly charges, and fixed-fee arrangements. The firm identifies itself as an active ESG investor, indicating environmental, social, and governance considerations are part of its investment approach. Equip does not position itself as a capital allocator, pension consultant, multi-state adviser, or affiliated/related adviser; it is not newly formed.

Assets & Accounts

Investments & Alternatives