← Back to searchVisit website
EQUITAS CAPITAL ADVISORS,LLC
CRD 124471 · SEC 801-61979
365 CANAL STREET, SUITE 3050, NEW ORLEANS, LA, 70130, United States
Phone
504-569-9600
Fax
504-569-9650
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$214.2M
Discretionary AUM
$98.1M
Team
6 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersWRAP FEE PROGRAM
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $9.5M |
| High net worth individuals | 24 | $68.9M |
| Pooled investment vehicles | 1 | $6.8M |
| Charitable organizations | 8 | $129.1M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD