AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia / Equita Financial Network, Inc.
Equita Financial Network, Inc. is an SEC-registered investment advisory firm in Fort Washington, PA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 31, 2026.
Quick answers
From the filingHow is Equita Financial Network, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Equita Financial Network, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Equita Financial Network, Inc. located?
Equita Financial Network, Inc.'s principal office is in Fort Washington, PA, according to its Form ADV; the September 2026 filing also lists 6 other offices (Schedule D, Section 1.F).
Is Equita Financial Network, Inc. registered with the SEC or a state?
Equita Financial Network, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 277031.
How much does Equita Financial Network, Inc. manage?
Equita Financial Network, Inc. reports $390,965,587 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (100% discretionary).
How have Equita Financial Network, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Equita Financial Network, Inc.: Regulatory assets under management: $107,606,822 in the October 2021 data and $390,965,587 in the October 2026 data, up 263%. Total employees: 6 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Equita Financial Network, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (310); individuals (other than high net worth individuals) (124).
Which custodians does Equita Financial Network, Inc. use?
Equita Financial Network, Inc.'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 Equita Financial Network, Inc. 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/277031
Does Equita Financial Network, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 11, 2026 says: "We provide financial planning services to individuals, high net- worth individuals , and other investment advisers. We do not have a minimum account size requirement."
What changed in Equita Financial Network, Inc.'s recent Form ADV filings?
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
We provide financial planning services to individuals, high net- worth individuals , and other investment advisers. We do not have a minimum account size requirement.
As stated in the firm's Form ADV Part 2A brochure dated March 11, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$390,965,587 as of October 2026, filing dated August 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Also doing business as
- AEGLEWEALTH, LLC, ASTRAEA WEALTH MANAGEMENT, LLC, CLARITY POINT FINANCIAL PLANNING, EQUILA FINANCIAL, LLC, KALEIDOSCOPE WEALTH, METHOD FINANCIAL PLANNING, LLC, MODERN FAMILY FINANCE, LLC, MOUNTAIN WEALTH PLANNING, LLC, NEXT STEP FINANCIAL, LLC, WEALTHCHOICE, LLC, WHITE ALLIUM WEALTH ADVISORS LLC, YOUR STORY FINANCIAL, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 19. Performing investment advisory functions: 15.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
6 other offices, as of the September 2026 filing
- States registered or notice-filed
-
22 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $390,965,587 | 19 | August 31, 2026 |
| October 2025 | $412,310,129 | 19 | March 24, 2025 |
| October 2024 | $283,061,181 | 15 | September 24, 2024 |
| October 2023 | $151,519,331 | 7 | August 31, 2023 |
| October 2022 | $155,932,259 | 7 | March 3, 2022 |
| October 2021 | $107,606,822 | 6 | September 28, 2021 |
Regulatory assets under management: $107,606,822 in the October 2021 data and $390,965,587 in the October 2026 data, up 263%.
Total employees: 6 in October 2021 and 19 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- September 2026
- Updated its list of owners and control persons (Schedule A).
- August 2026
- Added the business name Kaleidoscope Wealth.
- Registered or notice-filed in NJ.
- April 2026
- Employees performing advisory functions went from 18 to 15.
- Registered or notice-filed in IL.
- January 2026
- Added the business name Clarity Point Financial Planning.
- No longer lists the business name Visible Wealth Planning, LLC.
- Added an office in Marshfield, MA.
- No longer lists an office in Charlottesville, VA.
- December 2025
- Registered or notice-filed in NC, WA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Equita Financial Network, Inc. (CRD 277031): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/equita-financial-network-inc-fort-washington-pa-277031