Equanimity Financial Partners

RIASEC RegisteredEst. 2009

Total AUM

$234M

Discretionary

$227M

97% of AUM

Avg account

$352K

Accounts

665

Employees

Advisory reps

Firm details

Headquarters: Pasadena, California
CRD number: 152050
Registered since: December 15, 2009
Website: equanimityfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI52.59%
Individuals41.21%
Pension & Profit Sharing Plans6.2%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Equanimity Financial Partners LLC is an independent SEC-registered investment adviser (registered since 2009) organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients and functions as a capital allocator, selecting third‑party managers on behalf of clients. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Fee arrangements combine asset‑based fees and fixed fees. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser. An industry affiliation with an insurance company is listed.