EQUITY MANAGEMENT GROUP

EQUITY MANAGEMENT GROUP is an SEC-registered investment adviser (CRD 105632). Regulatory assets under management: $67.3M.

Registration

• CRD: 105632
• SEC file number: 801-29843
• Type: Registered investment adviser
• Phone: 805-491-3245
• Latest filing: 2026-03-31
• Regulatory AUM: $67.3M
• Discretionary AUM: $67.3M
• Clients: 3
• Accounts: 88

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 105632 on SEC IAPD (source of record)
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