Overview
Assets Under Management: $214 million
Headquarters: NEW ORLEANS, LA
High-Net-Worth Clients: 24
Average Client Assets: $2.9 million
Frequently Asked Questions
EQUITAS CAPITAL ADVISORS,LLC 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 #124471), EQUITAS CAPITAL ADVISORS,LLC is subject to fiduciary duty under federal law.
EQUITAS CAPITAL ADVISORS,LLC is headquartered in NEW ORLEANS, LA.
EQUITAS CAPITAL ADVISORS,LLC serves 24 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, EQUITAS CAPITAL ADVISORS,LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
EQUITAS CAPITAL ADVISORS,LLC manages $214 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, EQUITAS CAPITAL ADVISORS,LLC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.14%
Average Client Assets: $2.9 million
Total Client Accounts: 46
Discretionary Accounts: 31
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 124471
Filing ID: 2082387
Last Filing Date: 2026-03-30 14:07:09