Overview
Assets Under Management: $136 million
Headquarters: SANTA BARBARA, CA
High-Net-Worth Clients: 60
Average Client Assets: $1.8 million
Frequently Asked Questions
15 EQUITY is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310628), 15 EQUITY is subject to fiduciary duty under federal law.
15 EQUITY is headquartered in SANTA BARBARA, CA.
15 EQUITY serves 60 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, 15 EQUITY offers portfolio management for individuals. View all service details ↓
15 EQUITY manages $136 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, 15 EQUITY serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.44%
Average Client Assets: $1.8 million
Total Client Accounts: 118
Discretionary Accounts: 110
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 310628
Filing ID: 2077377
Last Filing Date: 2026-03-27 13:58:53