EQUITY ADVISORS, LLC

EQUITY ADVISORS, LLC is an SEC-registered investment adviser (CRD 300031). Regulatory assets under management: $35.8M.

Registration

• CRD: 300031
• Type: Registered investment adviser
• Phone: (408) 261-2275
• Latest filing: 2026-06-01
• Regulatory AUM: $35.8M
• Discretionary AUM: $35.8M
• Clients: 5
• Accounts: 108

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300031 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search