Equity Shift, Inc.
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 309841
- Registered since
- May 5, 2021
- Website
- equityshift.com
Firm profile
FINTRXOverview
Equity Shift, Inc. is organized as a corporation with ownership attributed to a domestic entity and an individual. Publicly available data classifies the firm as "Unclassified" and identifies it as not acting as a capital allocator. The firm does not list active ESG investing, multi-state advisory activity, pension consulting, or related-adviser status in its disclosures. Disclosure about the firm's specific advisory services, client types, fee schedules, or investment focus is minimal in the source material. That limited public footprint makes it difficult to characterize investment strategies, target clients, or operational priorities beyond the basic organizational attributes above.
Assets & Accounts
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
Owners & executives
3 of 3William Portwood
CFOCRD 4853700

William Duckett
COO & Co-FounderCRD 7270660
Thomas Gordon
Chief Executive OfficerCRD 7270771
Contacts
3 of 4
Phillip Roberts
Vice President of SalesCRD 6182908
Michael Podvin
Director of OperationsCRD 5944568

Colby Hagen
Vice PresidentCRD 8115571
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Raleigh, NC
Wake
Location
Raleigh, NC
Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 434 Fayetteville St
- Time zone
- ET (UTC-5)
- Office locations
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