Equitas Capital Advisors,llc
Equitas Capital Advisors,llc is an SEC-registered wealth manager in New Orleans, LA with $214.2M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Equitas Capital Advisors,llc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 124471, SEC 801-61979, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $214.2M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- New Orleans, LA
- Employees
- 6
- Clients
- 46
- CRD
- 124471
- Ownership
- GISCLAIR, STEPHEN, DERBY; THOMAS, DAVID, SAMUEL; BODENHEIMER, HENRY, JAY; CHRISTINA, SUSAN; PETTIT, ROBERT, LEE
How much AUM does Equitas Capital Advisors,llc have?
Equitas Capital Advisors,llc reported $214.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Equitas Capital Advisors,llc?
Disclosed owners and executives of Equitas Capital Advisors,llc include GISCLAIR, STEPHEN, DERBY, THOMAS, DAVID, SAMUEL, BODENHEIMER, HENRY, JAY, CHRISTINA, SUSAN, PETTIT, ROBERT, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.