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Firm profile

Equinox Financial Advisors, Inc..

MANCHESTER CENTER, VTCRD 312716Latest ADV August 7, 2026

Equinox Financial Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Manchester Center, VT. Its latest Form ADV filing, dated August 7, 2026, reports $111M in regulatory assets under management, 2 employees, and 595 accounts.

Assets Under Management
$111M
Employees
2
Offices
--
Total Clients
312
Primary office
MANCHESTER CENTER, VT
16 LINCOLN AVENUE, MANCHESTER CENTER, VT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOTyson L. Fielding

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked Sep 12, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 87.5% of total clients.
Top client categories% of clientsClients
1
Individuals
87.5%
273
2
HNWI
12.5%
39
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$111Mas of August 7, 2026
Discretionary100.0%
$111M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$111M
Total Accounts595
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee156:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.