Equita Financial Network, Inc.

Overview

Equita Financial Network, Inc. is an independently owned registered investment adviser that registered with the SEC in 2021. The firm positions itself as a wealth manager for individuals and families, offering financial planning, portfolio management for individuals and small businesses, and the ability to select and oversee outside advisers. Its fee arrangements are flexible — percentage of AUM, hourly charges, and fixed fees are all used depending on client needs. Equita serves as a capital allocator, directing client capital into third‑party managers and pooled vehicles rather than relying solely on in‑house proprietary products. The firm is not an active ESG investor and describes its client base as individual and family households. Equita received recognition from FA Magazine, being listed among Top RIA Firms in 2020.

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Public Holdings

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Location & Offices