# HEALTHEQUITY ADVISORS, LLC

HEALTHEQUITY ADVISORS, LLC of DRAPER, UT is an SEC-registered investment adviser.

## Registration

- CRD: 167105
- Type: SEC-registered investment adviser
- SEC file number: 801-78001
- Location: 15 WEST SCENIC POINTE DRIVE, SUITE 100, DRAPER, UT, 84020
- Phone: 801-508-3248
- Latest filing: 2026-03-25
- Regulatory AUM: $2.0B
- Discretionary AUM: $1.2B
- Non-discretionary AUM: $787.5M
- Clients: 8
- Accounts: 178,476

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Other

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| Alexander Parker | CHIEF COMPLIANCE OFFICER | New York, NY |
| James Rex Ivie | MANAGING DIRECTOR | — |
| Cordell Mclachlan Eggett | DIRECTOR OF FINANCE, MEMBER OF THE BOARD OF MANAGERS | — |
| Stephen Dale Neeleman | MEMBER OF THE BOARD OF MANAGERS | — |
| Jayson Parker Alexander | CHIEF COMPLIANCE OFFICER | — |
| James Michael Lucania | MEMBER OF THE BOARD OF MANAGERS | — |
| CALABRO MATHEW JOHN | CHIEF COMPLIANCE OFFICER | — |
| IVIE JAMES REX | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR | — |
| WORLEY DAVID CLARK | CHIEF COMPLIANCE OFFICER | — |
| Midgley Lori Kaye | CHIEF COMPLIANCE OFFICER | — |
| Eggett Cordell McLachlan | DIRECTOR OF FINANCE | — |
| DAVIS RAYNARD HILL | CHIEF COMPLIANCE OFFICER / DIRECTOR OF CORPORATE COMPLIANCE AND ETHICS; CHIEF COMPLIANCE OFFICER / DIRECTOR OF REGULATORY SERVICES | — |
| KESSLER JON | MEMBER OF THE BOARD OF MANAGERS | — |
| MOTT DARCY GALEN | MEMBER OF THE BOARD OF MANAGERS | — |
| NEELEMAN STEPHEN DALE | MEMBER OF THE BOARD OF MANAGERS | — |
| FETHERSTON MICAH JOHN | CHIEF COMPLIANCE OFFICER | — |
| MURDOCK TYSON DON | MEMBER OF THE BOARD OF MANAGERS | — |
| Fleming Matthew Hitchcock | CHIEF COMPLIANCE OFFICER | — |
| Lucania James Michael | MEMBER OF THE BOARD OF MANAGERS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167105/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167105/similar
- Related entities: https://search.stillhousedata.com/firm/167105/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167105

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.