EQV ADVISORY, LLC

RIASEC RegisteredEst. 2025

Total AUM

$107M

Discretionary

$72.3M

68% of AUM

Avg account

$875K

Accounts

122

Employees

Advisory reps

Firm details

Headquarters: RALEIGH, North Carolina
CRD number: 338271
Registered since: September 19, 2025
Custodians: PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI58.16%
Corporations / Businesses39.9%
Individuals1.94%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

EQV Advisory, LLC is an independent registered investment adviser organized as an LLC that provides portfolio management and financial planning to both high-net-worth individuals/families and institutional clients. The firm describes itself as a capital allocator and offers direct portfolio management for individuals, small businesses and institutions, plus the selection of outside managers. Its fees include percentage-of-AUM pricing, fixed fees and other fee arrangements. EQV registered with the SEC in 2025. The firm does not identify as an active ESG investor and operates under a single-state registration footprint.