E
CRD: 300031
Equity Advisors, LLC
Zepher Cove, NV
4082612275
$35.8M Total AUM
$35.8M Disc. AUM
-- 3Y CAGR
5 Employees
108 ADV. Clients
7 yrs Firm Age
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- Custodian
- Assetmark
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-08-2019
- Office Locations
- 10
Office Locations
13520 Indian Trail RD LOS Gatos CA
-- EL Dorado Hills CA
-- Genoa NV
About Equity Advisors, LLC
Equity Advisors, LLC is a Zepher Cove-based RIA with 10 offices. The firm has been operating for 7 years. Managing $35.8M in total assets under management, with 5 advisory representatives. They custody assets with Assetmark. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
63 AVG AGE
$7.2M AVG AUM / ADVISOR
$331.9K AVG AUM / CLIENT
3.3 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Value signal Fusion horizon Zenith
Client Personas
Wave radial
Investment Themes
Momentum delta Atlas capital
Investment Vehicles
Glacier
Services
Matrix pathway Glacier vector Zenith harbor North momentum Crest ember
Owner & Executives
C
CARL FREDERICK WORDEN III
Chief Compliance Officer, Investment Advisor, President
- CRD
- #3130121
- Ownership
- 75% or more
(572) 793-5998
catalyst.capital@momentumcapital.com
in linkedin.com/in/zenith-matrix
Showing 1 of 1 owners & executives
Unlock allContacts
MICHELLE LEANNE FORD
CERTIFIED FINANCIAL PLANNER, Chief Executive Officer, Owner
- CRD
- #3089876
(739) 351-5543
beacon.optima@bridgecapital.com
in linkedin.com/in/vital-ridge
JASON ALLEN GROTH
--
- CRD
- #2933258
(276) 628-8722
alpha.eagle@primecapital.com
in linkedin.com/in/pioneer-glacier
E
Eagle focus
Oak timber
- CRD
- #16066
(831) 544-1845
fusion.frontier@glaciercapital.com
in linkedin.com/in/crest-vector
Showing 2 of 11 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,842,229 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,842,229 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,842,229
Public Funds:
12.2% Equity - Exchange:
15.5% Corporate - Investment Grade:
11.1% U.S. Government/Agency:
34.9% Municipal Bonds:
7.4% Sovereign Bonds:
18.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $381,593,557 | 12.2% |
| Equity - Exchange | $484,811,486 | 15.5% |
| Corporate - Investment Grade | $347,187,580 | 11.1% |
| U.S. Government/Agency | $1,091,607,797 | 34.9% |
| Municipal Bonds | $231,458,387 | 7.4% |
| Sovereign Bonds | $591,157,231 | 18.9% |
| Total | $3,127,816,038 | 100.0% |