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EQV Advisory, LLC

EQV Advisory, LLC. CRD 338271

EQV Advisory, LLC logo

CRD: 338271

EQV Advisory, LLC

Raleigh, NC, 27603
9198423000
www.eqvadvisory.com
$106.8M Total AUM
$72.3M Disc. AUM
-- 3Y CAGR
6 Employees
21 ADV. Clients
0 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Pershing
Clients
Retail and Institutional
Platforms
--
Established Date
08-01-2025
Office Locations
1

Office Locations

400 West North St. Suite 112 Raleigh NC

About EQV Advisory, LLC

EQV Advisory is a Raleigh, NC RIA providing holistic wealth and investment management for individuals, families, and institutions. The firm delivers bespoke portfolio programs, proactive wealth advice, and coordination across investment, tax, estate, and planning needs, with high-touch service designed to reduce day-to-day administrative burden while acting in clients’ best interests. Custody relationships include Schwab and Pershing.

Team overview

47 AVG AGE
$35.6M AVG AUM / ADVISOR
$5.1M AVG AUM / CLIENT
0.6 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
0yrs Firm Age

Insights

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Asset Classes

Legacy Ember delta Beacon Signal Delta pioneer

Client Personas

Beacon frontier Unison unison

Custodian

Crest North Matrix zenith Alpha optima

Investment Themes

Vital Frontier ember Fusion

Investment Vehicles

Catalyst timber

Platform

Atlas Radial

Services

Zenith Quantum Peak crest Pathway crest Glacier Capital

Owner & Executives

L

Lawrence Anderson Moye

--

CRD
--
Ownership
Less than 5%
(202) 942-3885
insight.ember@catalystcapital.com
in linkedin.com/in/focus-glacier
M

MARK NICHOLAS PACCIONE

Chief Compliance Officer, Chief Investment Officer

CRD
#4775789
Ownership
Less than 5%
(917) 913-4068
ridge.catalyst@vectorcapital.com
in linkedin.com/in/capital-unison
W

Wave capital

Ember vertex element

CRD
#56229
Ownership
9.8%
(588) 330-9484
prime.zenith@timbercapital.com
in linkedin.com/in/peak-oak

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Contacts

JONATHAN LEE AUTRY

JONATHAN LEE AUTRY

--

CRD
#5962886
(612) 540-6360
delta.ridge@embercapital.com
in linkedin.com/in/matrix-harbor
K

KATHERINE STOWERS SKURSKI

Chief Financial Officer, Portfolio Manager

CRD
#6148921
(646) 738-6752
radial.ember@ridgecapital.com
in linkedin.com/in/matrix-beacon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
01-16-2026
Category Assets AVG. Account size
Discretionary $72,335,416 $629,004
Non-Discretionary $34,443,189 $4,920,456
Total $106,778,605 $875,234

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Separately Managed Accounts

Total SMA Asset: $106,778,605

$106.8M Total SMA
Public Funds:
16.8%
Private Funds:
20.9%
Equity - Exchange:
4.6%
Municipal Bonds:
10.9%
Other:
20.1%
Equity - OTC:
15.8%
Cash:
7.0%
Corporate - Investment Grade:
3.9%
Asset class Assets Assets %
Public Funds $1,042,649,947 16.8%
Private Funds $1,297,106,184 20.9%
Equity - Exchange $285,487,486 4.6%
Municipal Bonds $676,481,216 10.9%
Other $1,247,456,187 20.1%
Equity - OTC $980,587,450 15.8%
Cash $434,437,478 7.0%
Corporate - Investment Grade $242,043,738 3.9%
Total $6,206,249,686 100.0%

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