Equitta Advisors LLC
Firm details
- Headquarters
- Milford, Ohio
- CRD number
- 288351
- Website
- www.equitta.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.63%
- Individuals26.37%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Equitta Advisors LLC is an independent, individually owned RIA that serves primarily individuals and families with financial planning and portfolio management for individuals and small businesses. The firm combines advisory services with insurance distribution and other financial product sales, and charges clients using a mix of asset-based fees and fixed fees. Equitta operates as a non‑SEC-registered adviser and is state-registered in multiple jurisdictions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Non-Exchange Traded Equities21%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Milford, OH
Clermont
Location
Milford, OH
Headquartered in Milford, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Clermont
- Address
- 220 Mill St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Messmer Capital Advisors LLC
RIAMilford, OH
Johnson Capital Advisory, LLC
RIAMilford, OH
Northpoint Financial Planning LLC
RIAMilford, OH
Brown Financial Advisors, LLC
RIAMilford, OH
Strong Investment Management, LLC
RIACanton, OH
Alpha Planning and Financial Services, Inc.
RIASolon, OH