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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vital elementMatrix prime +more
- Established Date
- 09-10-2015
- Office Locations
- 16
Office Locations
About Equita Financial Network, Inc.
Equita Financial Network is a women-built, women-focused network for entrepreneurial, fee-only fiduciary financial planners. It provides a turnkey platform—technology, marketing, and practice best practices—plus an active peer community while advisors retain full ownership of their brands. Investment work centers on client-centered planning and portfolio construction using ETFs and mutual funds.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KATHLEEN LYNDA BURKE
Chief Compliance Officer, Co-founder, Owner
- CRD
- #5134624
- Ownership
- 50% but less than 75%
BRIDGET VENUS GRIMES
Co-founder, Founder, President
- CRD
- #1574209
- Ownership
- 50% but less than 75%
Focus matrix
Optima momentum legacy
- CRD
- #94640
- Ownership
- 23.1%
Showing 2 of 3 owners & executives
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Margaret Anne Bonner
Associate Financial Planner
- CRD
- #7924640
LAURA ANN TURO CORBIANI
Certified Financial Planner
- CRD
- #6265566
Fusion crest
Bridge vital focus
- CRD
- #88569
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $390,905,058 | $296,365 |
| Non-Discretionary | $60,529 | $30,265 |
| Total | $390,965,587 | $295,962 |
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Separately Managed Accounts
Total SMA Asset: $390,965,587
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,335,298,056 | 28.1% |
| Public Funds | $2,052,735,302 | 24.7% |
| Cash | $623,300,193 | 7.5% |
| Equity - OTC | $1,628,891,171 | 19.6% |
| Municipal Bonds | $1,670,444,516 | 20.1% |
| Total | $8,310,669,238 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL PATHWAY | VALUE VALUE | DN1PGFXBY | OVJM | 0.74% | $70,724,013 |
| RADIAL HARBOR INSIGHT | FUSION OAK | UGPMYSK8Q | HAUFN | 3.93% | $117,944,047 |
| HORIZON MATRIX | OPTIMA MERIDIAN | LH8U24D4R | FNR | 1.13% | $87,342,460 |
| DELTA HORIZON HORIZON | VITAL PRIME | 5F2BNUJYR | IBPI | 3.75% | $54,651,151 |
| NORTH WAVE FOCUS | MOMENTUM LEGACY | IJF5DJLGL | RQXC | 8.19% | $84,072,752 |
| MATRIX RADIAL ZENITH | MOMENTUM ELEMENT | SMU80DREJ | DVZP | 6.02% | $30,716,008 |
| MOMENTUM PEAK | ALPHA OAK | IA1UFL36T | XQGES | 2.75% | $95,610,678 |
| WAVE ELEMENT TIMBER | VECTOR PRIME | 2JSIKT22F | DSJAE | 1.19% | $19,639,449 |