Equity Advisors, LLC

Overview

Equity Advisors, LLC is a privately held limited liability company that serves individual and family clients, with ownership listed as an individual. The firm provides portfolio management for individuals and small businesses and also performs selection of other advisers, functioning as a capital allocator that places client assets with third-party managers. Its fee arrangements include percentage-of-AUM billing as well as fixed fees and other fee structures. The firm is not identified as an active ESG investor and reports an industry affiliation with accounting professionals.

Assets & Accounts

Investments & Alternatives

Location & Offices