Aequitas Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hingham, MA. Its latest Form ADV filing, dated March 27, 2026, reports $826M in regulatory assets under management, 8 employees, and 1,238 accounts.
Assets Under Management
$826M
Employees
8
Offices
--
Total Clients
189
Primary office
HINGHAM, MA
175 DERBY ST, SUITE 24, HINGHAM, MA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 77.8% of total clients.
Top client categories% of clientsClients
1
HNWI
77.8%
147
2
Individuals
17.5%
33
3
Charitable
4.8%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$826Mas of March 27, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$826M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$826M
Total Accounts1,238
10Y AUM Change+$305M (+58.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee24:1
10Y Employee Change+2 (+33.3%)
* 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.