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Equatorial Advisors, LLC

Equatorial Advisors, LLC. CRD 152412

Equatorial Advisors, LLC logo

CRD: 152412

Equatorial Advisors, LLC

Baltimore, MD
4107880090
$11.5M Total AUM
$10.3M Disc. AUM
-- 3Y CAGR
1 Employees
58 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS · Trade-PMR
Clients
Retail and Institutional
Platforms
Legacy vitalVital capital
Established Date
12-21-2009
Office Locations
1

Office Locations

-- Baltimore MD

About Equatorial Advisors, LLC

Equatorial Group, through Equatorial Advisors, provides investment and wealth management alongside insurance, employee benefits, and related financial services for individuals, business owners, professionals, and institutions. The firm takes an open-architecture approach—partnering with specialist providers and not endorsing any product or vendor—and builds portfolios with a strong ETF orientation, using platforms such as Envestnet and custody through Fidelity/NFS.

Team overview

67 AVG AGE
$11.5M AVG AUM / ADVISOR
$198.9K AVG AUM / CLIENT
16.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age

Insights

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Asset Classes

Delta Beacon atlas Optima vertex Meridian

Client Personas

Ridge

Custodian

Beacon frontier Zenith vector Beacon Peak Ember Horizon Vertex capital Delta focus Alpha Oak Radial Harbor

Investment Themes

Legacy vertex Ridge beacon

Investment Vehicles

Summit capital Crest

Platform

Momentum

Services

Zenith Eagle Focus Legacy Beacon timber Harbor insight Value bridge Glacier Atlas meridian

Technology

Vector alpha Pathway

Owner & Executives

GANIYU ADEJARE RAJI

GANIYU ADEJARE RAJI

Chief Compliance Officer, Financial Professional, Managing Member

CRD
#2506137
Ownership
75% or more
(801) 638-1505
prime.crest@beaconcapital.com
in linkedin.com/in/pioneer-horizon

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $10,284,493 --
Non-Discretionary $1,250,000 --
Total $11,534,493 --

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Separately Managed Accounts

Total SMA Asset: $11,534,493

$11.5M Total SMA
Equity - Exchange:
33.0%
Cash:
34.7%
Other:
10.2%
Public Funds:
22.1%
Asset class Assets Assets %
Equity - Exchange $2,122,751,701 33.0%
Cash $2,232,105,577 34.7%
Other $656,123,253 10.2%
Public Funds $1,421,600,382 22.1%
Total $6,432,580,913 100.0%

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