Eqv Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Raleigh, NC. Its latest Form ADV filing, dated January 16, 2026, reports $107M in regulatory assets under management, 6 employees, and 122 accounts.
Assets Under Management
$107M
Employees
6
Offices
--
Total Clients
21
Primary office
RALEIGH, NC
400 WEST NORTH ST., SUITE 112, RALEIGH, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 52.4% of total clients.
Top client categories% of clientsClients
1
HNWI
52.4%
11
2
Individuals
33.3%
7
3
Corporations
14.3%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$107Mas of January 16, 2026
Discretionary67.7%
$72M
68% of total RAUM67.7%
Non-discretionary32.3%
$34M
32% of total RAUM32.3%
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.
Total AUM$107M
Total Accounts122
10Y AUM Change+$107M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee4:1
10Y Employee Change0 (0.0%)
* 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.