# Equanimity Capital Management, LLC

> Equanimity Capital Management, LLC is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 19, 2026.

- CRD: 318430
- Filed as: EQUANIMITY CAPITAL MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in North Carolina
- Filing period: October 2026
- Form ADV filing dated: January 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318430
- AdvisorCensus page: https://advisorcensus.com/firm/equanimity-capital-management-llc-318430

## Quick answers

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

**Is Equanimity Capital Management, LLC registered with the SEC or a state?**
Equanimity Capital Management, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318430.

**How much does Equanimity Capital Management, LLC manage?**
Equanimity Capital Management, LLC reports $717,516 in regulatory assets under management in its Form ADV filing dated January 19, 2026 (100% discretionary).

**Does Equanimity Capital Management, LLC 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/318430

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $717,516
- Discretionary: $717,516
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $375,612 |
| High net worth individuals | Fewer than 5 | $341,904 |
| Banking or thrift institutions | Fewer than 5 | $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) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Equanimity Capital Management, LLC (CRD 318430): Form ADV filing data as of October 2026.