Equity Shift, Inc.

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Raleigh, North Carolina
CRD number
309841
Registered since
May 5, 2021

Firm profile

FINTRX

Overview

Equity Shift, Inc. is organized as a corporation and is listed as an SEC-registered adviser with an initial registration year of 2021. Public disclosures for the firm are minimal: it is categorized as unclassified and identified as having both a domestic-entity and individual ownership structure. The firm does not report itself as an ESG investor, a capital allocator, a multi-state adviser, a pension consultant, or a related adviser. There are no published details on the firm’s advisory services, client segments, fee structure, or investment process in the available record. Because substantive business and affiliation information has not been supplied, it is not possible to describe target clients, portfolio construction approaches, or service lines from the current data set.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Thomas Gordon

    Thomas Gordon

    Chief Executive OfficerCRD 7270771

  • William Duckett

    William Duckett

    COO & Co-FounderCRD 7270660

  • William Portwood

    CFOCRD 4853700

Contacts

3 of 5
  • Abigail Roush

    Abigail Roush

    DirectorCRD 8208524

  • Jaime Torres

    Jaime Torres

    Senior Vice PresidentCRD 3138407

  • Colby Hagen

    Colby Hagen

    Vice PresidentCRD 8115571

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Raleigh, NC

Wake

Location

Raleigh, NC

Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
Wake
Address
434 Fayetteville St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth