Equita Financial Network, Inc.
Firm details
- Headquarters
- Fort Washington, Pennsylvania
- CRD number
- 277031
- Registered since
- March 26, 2021
- Website
- www.equitafn.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.57%
- Individuals23.39%
- Charitable Organizations0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Equita Financial Network, Inc. is an independent registered investment adviser organized as a corporation and owner-operated. The firm focuses on individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and manager selection services. Its billing mixes percentage-of-assets, hourly engagement fees, and fixed-fee arrangements. Equita is not positioned as an ESG-focused investor. The firm was SEC-registered in 2021 and identifies itself as a capital allocator that supplements client portfolios with outside managers when appropriate. Equita received recognition as a Top RIA Firm from FA Magazine in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
- State & Local Bonds1%
Contacts
3 of 18
Kathleen Burke
Co-FounderCRD 5134624
Shehara Wooten
FounderCRD 4501111
Diana Freeburg
Lead Financial PlannerCRD 6950741
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 84Active vs passive
$369M in ETFs
62%
$230M
38%
$139M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $57.2M | 154,472 | 15.49% |
Location
Fort Washington, PA
Montgomery
Location
Fort Washington, PA
Headquartered in Fort Washington, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 500 Office Center Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Thrive Capital Management, LLC
RIAFort Washington, PA
Barrister
RIAFort Washington, PA
Capital Analysts
RIAFort Washington, PA
Bluestone Capital Management, LLC
RIAWayne, PA
Legend Financial Advisors Inc
RIAPittsburgh, PA
Costello Asset Management, Inc.
RIAFeasterville Trevose, PA