Overview
Assets Under Management: $107 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 11
Average Client Assets: $5.6 million
Frequently Asked Questions
EQV ADVISORY, 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 #338271), EQV ADVISORY, LLC is subject to fiduciary duty under federal law.
EQV ADVISORY, LLC is headquartered in RALEIGH, NC.
EQV ADVISORY, LLC serves 11 high-net-worth clients according to their SEC filing dated January 16, 2026. View client details ↓
According to their SEC Form ADV, EQV ADVISORY, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
EQV ADVISORY, LLC manages $107 million in client assets according to their SEC filing dated January 16, 2026.
According to their SEC Form ADV, EQV ADVISORY, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.16%
Average Client Assets: $5.6 million
Total Client Accounts: 122
Discretionary Accounts: 115
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 338271
Filing ID: 2037828
Last Filing Date: 2026-01-16 11:46:50