# Equityftw

> Equityftw is a state-registered investment advisory firm in San Jose, CA, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated September 30, 2026.

- CRD: 331508
- Filed as: EQUITYFTW
- Legal name: Equity for the Win LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Jose, CA
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331508
- AdvisorCensus page: https://advisorcensus.com/firm/equityftw-san-jose-ca-331508

## Quick answers

**How is Equityftw compensated?**
On its Form ADV (Item 5.E, October 2026), Equityftw reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Equityftw located?**
Equityftw's principal office is in San Jose, CA, according to its Form ADV.

**Is Equityftw registered with the SEC or a state?**
Equityftw is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331508.

**Does Equityftw 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/331508

**What changed in Equityftw's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 1 to 2.

## From the Form ADV filing

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

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

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

### Websites listed on Form ADV (Item 1.I)
- bogleheads.org/forum/memberlist.php
- equityftw.com
- reddit.com/r/EquityFTW
- reddit.com/user/EquityFTW
- Instagram @equityftw
- LinkedIn @equityftw
- LinkedIn @cstermetz
- TikTok @equityftw
- X @Equity_FTW
- YouTube @equityftw

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 1 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Equityftw (CRD 331508): Form ADV filing data as of October 2026.