AdvizorPro

Aequitas Investment Advisors, LLC

Aequitas Investment Advisors, LLC. CRD 127625

Aequitas Investment Advisors, LLC logo

CRD: 127625

Aequitas Investment Advisors, LLC

Hingham, MA, 02043
7817401199
aequitas-inv.com
$826.1M Total AUM
$0 Disc. AUM
11.1% 3Y CAGR
8 Employees
192 ADV. Clients
31 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company · Citibank · Fidelity/NFS
Clients
Retail and Institutional
Platforms
EaglePeak +more
Established Date
12-02-1994
Office Locations
1

Office Locations

175 Derby Street Suite 24 Hingham MA

About Aequitas Investment Advisors, LLC

Aequitas Investment Advisors is an independent, fee-only RIA providing investment management and financial planning for individuals, trustees, charitable foundations, and non-profit organizations. The firm emphasizes objective, practical advice and highly personalized service, and supports both retail and institutional relationships, with custody commonly through major platforms such as Schwab and Fidelity/NFS.

Team overview

62 AVG AGE
$165.2M AVG AUM / ADVISOR
$4.3M AVG AUM / CLIENT
15.1 yrs AVG TENURE
8 Employees
5 Advisory Reps
5 RIA Reps
31yrs Firm Age

Insights

Full visibility includes strategy notes for focus zenith signal.
Unlock to see real insight on bridge pathway timber.
Open the full profile to inspect shifts in optima vital.
Premium access reveals conviction themes in ridge eagle.
Open the full profile to inspect shifts in radial timber.
Unlock to compare peer behavior around unison signal.
Upgrade to reveal position-level detail across matrix north.
Request access to benchmark trends tied to north.

Asset Classes

Vital Ridge Element glacier Beacon vertex Pioneer insight

Client Personas

Ember prime Bridge crest

Custodian

Harbor Eagle North summit Signal Delta Catalyst Oak foundation Harbor

Fund Managers

Foundation value Beacon meridian

Investment Themes

Radial Optima optima Eagle Ridge pioneer Element Pioneer glacier Alpha

Investment Vehicles

Unison ridge

Platform

Unison

Services

Capital Frontier frontier Frontier momentum Momentum catalyst Beacon Timber Pioneer eagle Pioneer Focus Oak

Technology

Foundation zenith Meridian Prime capital

Owner & Executives

WARNER ARMS HENDERSON

WARNER ARMS HENDERSON

Advisor, Managing Member

CRD
#845645
Ownership
50% but less than 75%
(945) 538-7527
harbor.oak@valuecapital.com
in linkedin.com/in/radial-momentum
N

NOREEN DILLON WALSH

Chief Compliance Officer, Managing Member

CRD
#5090162
Ownership
25% but less than 50%
(853) 630-7503
wave.zenith@zenithcapital.com
in linkedin.com/in/value-value
M

Matrix capital

Vector vital

CRD
#14408
Ownership
23.6%
(756) 341-6921
timber.meridian@frontiercapital.com
in linkedin.com/in/vector-peak

Showing 2 of 5 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 5 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-03-2022
03-30-2023
03-28-2024
05-29-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $826,100,169 $667,286
Total $826,100,169 $667,286

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $826,100,169

$826.1M Total SMA
Public Funds:
10.4%
Cash:
4.0%
U.S. Government/Agency:
20.5%
Equity - Exchange:
14.5%
Equity - OTC:
18.9%
Municipal Bonds:
20.0%
Other:
11.7%
Asset class Assets Assets %
Public Funds $453,077,562 10.4%
Cash $174,260,601 4.0%
U.S. Government/Agency $893,085,580 20.5%
Equity - Exchange $631,694,678 14.5%
Equity - OTC $823,381,340 18.9%
Municipal Bonds $871,303,005 20.0%
Other $509,712,258 11.7%
Total $4,356,515,024 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform