Equity Management Group

Overview

Equity Management Group is an independent, owner-operated registered investment adviser organized as a limited liability company. The firm runs a fee-based advisory model (percentage of AUM) and provides discretionary portfolio management alongside financial planning services for individual, family and institutional clients. Its stated allocation preference is equities: exchange-traded equities make up the bulk of invested assets, and portfolios are managed on a discretionary basis. Advisory coverage includes portfolio management for individuals and small businesses as well as for businesses or institutions. The firm is not positioned as an ESG specialist, does not operate as a multi-state adviser, and does not act as a capital allocator or pension consultant. That profile points to a concentrated, equity-first approach delivered through hands-on portfolio management rather than a broad, multi-product alternatives platform run in-house.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices