Equity X Investments, LLC

RIASEC Registered
Total AUM
$153K
Discretionary
$153K
100% of AUM
Avg account
$76.6K
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
Sacramento, California
CRD number
332527
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Corporations / Businesses100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Equity X Investments, LLC is a limited liability company operating as an institutional registered investment adviser. The firm charges fees based on a percentage of assets under management and is not structured as a capital allocator. Its regulatory filings indicate a client base described as institutional, while its listed advisory activity is portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Akio Kurata

    Akio Kurata

    Founder & CEOCRD 7963214

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Sacramento, CA

Sacramento

Location

Sacramento, CA

Headquartered in Sacramento, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
Sacramento
Address
2108 N St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth