# Equal Path Investments

> Equal Path Investments is a state-registered investment advisory firm in Tacoma, WA, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 6, 2026.

- CRD: 329289
- Filed as: EQUAL PATH INVESTMENTS
- Legal name: Equal Path Investments LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tacoma, WA
- Filing period: October 2026
- Form ADV filing dated: August 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329289
- AdvisorCensus page: https://advisorcensus.com/firm/equal-path-investments-tacoma-wa-329289

## Quick answers

**How is Equal Path Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Equal Path Investments reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Equal Path Investments located?**
Equal Path Investments' principal office is in Tacoma, WA, according to its Form ADV.

**Is Equal Path Investments registered with the SEC or a state?**
Equal Path Investments is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329289.

**How much does Equal Path Investments manage?**
Equal Path Investments reports $23,300,000 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (100% discretionary).

**What types of clients does Equal Path Investments serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21); high net worth individuals (11).

**Does Equal Path Investments report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329289

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $23,300,000
- Discretionary: $23,300,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $4,100,000 |
| High net worth individuals | 11 | $19,200,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, NC, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- equalpathinvest.com
- feeonlynetwork.com
- Facebook @EqualPathInvestments
- Instagram @equal_path_investments
- LinkedIn @equal-path-investments
- Pinterest @EqualPath
- TikTok @equal_path_invest
- YouTube @equalpathinvest

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Equal Path Investments (CRD 329289): Form ADV filing data as of October 2026.