# Equanimity Financial Partners

> Equanimity Financial Partners is an SEC-registered investment advisory firm in Pasadena, CA, registered since 2009, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 18, 2026.

- CRD: 152050
- Filed as: EQUANIMITY FINANCIAL PARTNERS
- Legal name: HBA Advisors, LLC
- Also doing business as: EQUANIMITY FINANCIAL PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pasadena, CA
- Filing period: October 2026
- Form ADV filing dated: June 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152050
- AdvisorCensus page: https://advisorcensus.com/firm/equanimity-financial-partners-pasadena-ca-152050

## Quick answers

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

**Where is Equanimity Financial Partners located?**
Equanimity Financial Partners' principal office is in Pasadena, CA, according to its Form ADV.

**Is Equanimity Financial Partners registered with the SEC or a state?**
Equanimity Financial Partners is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 152050.

**How much does Equanimity Financial Partners manage?**
Equanimity Financial Partners reports $234,310,000 in regulatory assets under management in its Form ADV filing dated June 18, 2026 (97% discretionary).

**How have Equanimity Financial Partners' assets and staff changed since 2021?**
In the Form ADV data for Equanimity Financial Partners: Regulatory assets under management: $133,712,259 in the October 2021 data and $234,310,000 in the October 2026 data, up 75%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Equanimity Financial Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (610); high net worth individuals (48); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Which custodians does Equanimity Financial Partners use?**
Equanimity Financial Partners' 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 Equanimity Financial Partners report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/152050

**What changed in Equanimity Financial Partners' recent Form ADV filings?**
In the July 2026 filing data: Regulatory assets under management went from $166,783,000 to $234,310,000 (+40%).

## From the Form ADV filing

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

### 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: $234,310,000
- Discretionary: $226,860,000
- Non-discretionary: $7,450,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 610 | $96,564,875 |
| High net worth individuals | 48 | $123,222,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $14,523,125 |

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

### Firm details
- Registered since: 2009 (16 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, TX, WA
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/152050

### Websites listed on Form ADV (Item 1.I)
- equanimityfinancial.com
- LinkedIn @christopherhaydel
- YouTube @UC4zGnTBCk5WY7xCK9tCb4Vg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $133,712,259 | 3 | May 19, 2021 |
| October 2022 | $149,520,927 | 1 | June 24, 2022 |
| October 2023 | $115,530,544 | 4 | September 8, 2023 |
| October 2024 | $147,740,000 | 4 | May 21, 2024 |
| October 2025 | $166,783,000 | 4 | April 30, 2025 |
| October 2026 | $234,310,000 | 4 | June 18, 2026 |

Regulatory assets under management: $133,712,259 in the October 2021 data and $234,310,000 in the October 2026 data, up 75%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Regulatory assets under management went from $166,783,000 to $234,310,000 (+40%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Equanimity Financial Partners (CRD 152050): Form ADV filing data as of October 2026.