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EQV ADVISORY, LLC
CRD 338271 · SEC 801-134372
400 WEST NORTH ST., SUITE 112, RALEIGH, NC, 27603, United States
Phone
919-842-3000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$106.8M
Discretionary AUM
$72.3M
Team
6 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; RETAINER BASED ENGAGEMENTS
Org form
Limited Liability Company
Filing date
2026-01-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $2.1M |
| High net worth individuals | 11 | $62.1M |
| Corporations/business entities | 3 | $42.6M |
States served
NC
All web addresses on file
Official SEC filing: View on IAPD