NEW ORLEANS, LACRD 124471Latest ADV March 30, 2026
Equitas Capital Advisors,Llc is an SEC registered investment adviser organized as a limited liability company with a primary office location in New Orleans, LA. Its latest Form ADV filing, dated March 30, 2026, reports $214M in regulatory assets under management, 6 employees, and 46 accounts.
Assets Under Management
$214M
Employees
6
Offices
--
Total Clients
46
Primary office
NEW ORLEANS, LA
365 CANAL STREET, SUITE 3050, NEW ORLEANS, LA, United States
Top client segmentHNWI represent 52.2% of total clients.
Top client categories% of clientsClients
1
HNWI
52.2%
24
2
Individuals
28.3%
13
3
Charitable
17.4%
8
4
Pooled Investment Vehicles
2.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$214Mas of March 30, 2026
Discretionary45.8%
$98M
46% of total RAUM45.8%
Non-discretionary54.2%
$116M
54% of total RAUM54.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$214M
Total Accounts46
10Y AUM Change$-1.6B (-88.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee8:1
10Y Employee Change-4 (-40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.