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 and is registered with the SEC as an investment adviser since 2021. Public records classify the firm as "unclassified" and list ownership as both a domestic entity and an individual. The firm is not identified as a capital allocator and is not marked as an active ESG investor. The dataset does not include descriptions of the firm's advisory services, target client types, fee schedule, or specific business activities. Additional regulatory or public filings would be needed to clarify the firm's investment focus, service model, and client outreach.
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 3Thomas Gordon
Chief Executive OfficerCRD 7270771

William Duckett
COO & Co-FounderCRD 7270660
William Portwood
CFOCRD 4853700
Contacts
3 of 5
Abigail Roush
DirectorCRD 8208524

Jaime Torres
Senior Vice PresidentCRD 3138407

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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