# EQUITA FINANCIAL NETWORK, INC.

EQUITA FINANCIAL NETWORK, INC. of FORT WASHINGTON, PA is an SEC-registered investment adviser.

## Registration

- CRD: 277031
- Type: SEC-registered investment adviser
- SEC file number: 801-120628
- Location: 500 OFFICE CENTER DRIVE, SUITE 400, FORT WASHINGTON, PA, 19034
- Phone: 800.604.0176
- Latest filing: 2026-07-21
- Regulatory AUM: $391.0M
- Discretionary AUM: $390.9M
- Non-discretionary AUM: $61K
- Clients: 19
- Accounts: 1,321

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Kathleen Lynda Burke | CO-FOUNDER | — |
| Bridget Venus Grimes | CO-FOUNDER AND PRESIDENT | — |
| James Michael Cullen | CHIEF COMPLIANCE OFFICER | — |
| CULLEN JAMES MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| BURKE KATHLEEN LYNDA | CO-FOUNDER; CO-FOUNDER AND CCO | — |
| GRIMES BRIDGET VENUS | CO-FOUNDER AND PRESIDENT | — |


## Branch offices (18)

_Showing 15 of 18 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 2 | 415-295-6206 |
| ALBUQUERQUE | NM | 1 | 505-252-8294 |
| CORONADO | CA | 1 | 858-221-0022 |
| — | — | 1 | 415-295-6206 |
| — | — | 1 | 616.450.7573 |
| DOYLESTOWN | PA | 1 | 858-751-9074 |
| CHATTANOOGA | TN | 1 | 800.604.0176 |
| — | — | 1 | 858-751-9074 |
| MARSHFIELD | MA | 1 | 858-751-9074 |
| — | — | 1 | 800.604.0176 |
| — | — | 1 | 800.604.0176 |
| — | — | 1 | 800.604.0176 |
| — | — | 1 | 800.604.0176 |
| — | — | 1 | 800.604.0176 |
| — | — | 1 | 800.604.0176 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/277031/brochure
- Similar advisers: https://search.stillhousedata.com/firm/277031/similar
- Related entities: https://search.stillhousedata.com/firm/277031/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/277031

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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.