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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Radial oakTimber
- Established Date
- 11-07-2022
- Office Locations
- 2
Office Locations
About EQ Wealth Advisors
EQ Wealth Advisors is a Dallas-based registered investment advisor providing strategic wealth management and comprehensive financial planning for individuals and families. The firm emphasizes behavioral coaching around investment decisions to align expectations with outcomes, and provides ongoing education and guidance for major life choices. Clients access reporting and planning via Black Diamond and eMoney, plus a mobile app.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TOBY SCOTT HARRIS
Chief Executive Officer, Managing Member
- CRD
- #4791779
- Ownership
- 75% or more
PATRICIA HARRIS
Chief Compliance Officer, Financial Planner
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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GARY STEVEN AHR
Wealth Advisor
- CRD
- #719576
Taylor Reasoner
Wealth Advisor
- CRD
- #7586264
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $617,000,348 | $594,986 |
| Non-Discretionary | $0 | -- |
| Total | $617,000,348 | $594,986 |
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Separately Managed Accounts
Total SMA Asset: $617,000,348
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $555,629,134 | 23.7% |
| Equity - Exchange | $250,853,660 | 10.7% |
| Cash | $607,206,522 | 25.9% |
| Municipal Bonds | $426,685,664 | 18.2% |
| Sovereign Bonds | $504,051,746 | 21.5% |
| Total | $2,344,426,726 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL MATRIX | LEGACY HARBOR | UH2JIZK3U | PZKSJ | 6.76% | $50,178,698 |
| WAVE MERIDIAN | PRIME ELEMENT | GRGLIANPR | OIPDO | 1.51% | $92,186,851 |
| RIDGE OPTIMA | MOMENTUM ELEMENT | OITQ1TYEO | QUACI | 7.46% | $19,970,458 |
| ATLAS PEAK FOCUS | FOCUS CAPITAL | SZUMD7RGF | VYQ | 2.58% | $29,227,617 |
| UNISON LEGACY | VALUE SIGNAL | IM5GESS6D | XJDP | 8.82% | $65,756,934 |
| OPTIMA LEGACY LEGACY | CATALYST CREST | LBUGTV4NV | IGJAN | 8.52% | $77,777,006 |
| VERTEX OPTIMA FUSION | FRONTIER EAGLE | KHWU09GZY | LHH | 3.63% | $9,902,787 |
| MERIDIAN RADIAL | UNISON LEGACY | 65O5BYIMT | CJDW | 10.91% | $50,712,330 |