EQUITTA ADVISORS LLC

EQUITTA ADVISORS LLC of MILFORD, OH is an SEC-registered investment adviser (CRD 288351). Regulatory assets under management: $89.8M.

Registration

• CRD: 288351
• Type: Registered investment adviser
• Location: 220 MILL STREET, MILFORD, OH, 45150
• Phone: 844-369-3961
• Latest filing: 2026-07-10
• Regulatory AUM: $89.8M
• Discretionary AUM: $89.8M
• Clients: 2
• Accounts: 640

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288351 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search