# Aequitas Investment Advisors, LLC

> Aequitas Investment Advisors, LLC is an SEC-registered investment advisory firm in Hingham, MA, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 127625
- Filed as: AEQUITAS INVESTMENT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hingham, MA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/127625
- AdvisorCensus page: https://advisorcensus.com/firm/aequitas-investment-advisors-llc-hingham-ma-127625

## Quick answers

**How is Aequitas Investment Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Aequitas Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Aequitas Investment Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Flat fee: $3,500 to $10,000 (Written Financial Plans); Flat fee: $2,000 to $15,000 a year (Annual Portfolio Review Service); Hourly rate: $175 to $350 an hour (consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Aequitas Investment Advisors, LLC located?**
Aequitas Investment Advisors, LLC's principal office is in Hingham, MA, according to its Form ADV.

**Is Aequitas Investment Advisors, LLC registered with the SEC or a state?**
Aequitas Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 127625.

**How much does Aequitas Investment Advisors, LLC manage?**
Aequitas Investment Advisors, LLC reports $826,100,169 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (0% discretionary).

**How have Aequitas Investment Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Aequitas Investment Advisors, LLC: Regulatory assets under management: $653,881,992 in the October 2021 data and $826,100,169 in the October 2026 data, up 26%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Aequitas Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (147); individuals (other than high net worth individuals) (33); charitable organizations (9).

**Which custodians does Aequitas Investment Advisors, LLC use?**
Aequitas Investment Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Aequitas Investment Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/127625

**What changed in Aequitas Investment Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in FL. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Flat fee: $3,500 to $10,000 (Written Financial Plans)

> A one-time flat fee will be calculated based upon the extent and complexity of the Client’s personal circumstances and investment assets. Fees for preparing the plan will typically range from $3,500 to $10,000

- Flat fee: $2,000 to $15,000 a year (Annual Portfolio Review Service)

> A flat fee will be calculated based upon the extent and complexity of the Client’s personal circumstances and investment assets. Fees for this service typically range from $2,000 to $15,000 annually

- Hourly rate: $175 to $350 an hour (consulting services)

> In some situations, we can charge for our consulting services on an hourly basis, ranging from $175 to $350 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $826,100,169
- Discretionary: $0
- Non-discretionary: $826,100,169

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $19,155,175 |
| High net worth individuals | 147 | $690,353,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 9 | $116,591,994 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, MA, NH, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [aequitas-inv.com](https://aequitas-inv.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $653,881,992 | 7 | March 30, 2021 |
| October 2022 | $684,863,869 | 7 | August 3, 2022 |
| October 2023 | $608,039,859 | 7 | March 30, 2023 |
| October 2024 | $709,363,916 | 7 | March 28, 2024 |
| October 2025 | $766,011,825 | 7 | May 29, 2025 |
| October 2026 | $826,100,169 | 8 | March 27, 2026 |

Regulatory assets under management: $653,881,992 in the October 2021 data and $826,100,169 in the October 2026 data, up 26%.
Total employees: 7 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in FL.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aequitas Investment Advisors, LLC (CRD 127625): Form ADV filing data as of October 2026.