$4.5M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Glacier fusionFocus +more
- Established Date
- 11-15-2022
- Office Locations
- 1
Office Locations
-- Fairhope AL
About Equip Financial Partners
Equip Financial Partners is a fee-only, fiduciary planning firm focused on business owners and entrepreneurs. The practice emphasizes exit and succession planning integrated with ongoing financial planning to prepare clients for life after a sale or unexpected transition. Investment management is optional with no minimum portfolio size, and the firm is built to serve clients 100% virtually.
Team overview
36 AVG AGE
$4.5M AVG AUM / ADVISOR
$4.5M AVG AUM / CLIENT
3.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Full visibility includes strategy notes for north peak.
Asset Classes
Ridge horizon
Client Personas
Oak Wave optima
Custodian
Pioneer
Investment Themes
Catalyst horizon Prime North Pathway Catalyst crest Insight Ember zenith
Investment Vehicles
Eagle foundation
Platform
Beacon unison Beacon
Services
Harbor Bridge Bridge value Pathway zenith Delta glacier Prime Delta Eagle Focus element
Technology
Prime radial Legacy Bridge
Owner & Executives
CHRISTOPHER STEVEN ALMAN
Chief Compliance Officer, Founder, Lead Advisor
- CRD
- #6047249
- Ownership
- 75% or more
(985) 303-4878
peak.meridian@signalcapital.com
in linkedin.com/in/zenith-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,463,522 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,463,522 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,463,522
Public Funds:
45.6% Cash:
54.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,440,180,943 | 45.6% |
| Cash | $2,911,093,054 | 54.4% |
| Total | $5,351,273,997 | 100.0% |