# EQV Advisory, LLC

> EQV Advisory, LLC is an SEC-registered investment advisory firm in Raleigh, NC, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 16, 2026.

- CRD: 338271
- Filed as: EQV ADVISORY, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Raleigh, NC
- Filing period: October 2026
- Form ADV filing dated: January 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338271
- AdvisorCensus page: https://advisorcensus.com/firm/eqv-advisory-llc-raleigh-nc-338271

## Quick answers

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

**Where is EQV Advisory, LLC located?**
EQV Advisory, LLC's principal office is in Raleigh, NC, according to its Form ADV.

**Is EQV Advisory, LLC registered with the SEC or a state?**
EQV Advisory, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338271.

**How much does EQV Advisory, LLC manage?**
EQV Advisory, LLC reports $106,778,605 in regulatory assets under management in its Form ADV filing dated January 16, 2026 (68% discretionary).

**What types of clients does EQV Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (11); individuals (other than high net worth individuals) (7); corporations or other businesses not listed above (3).

**Which custodians does EQV Advisory, LLC use?**
EQV Advisory, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Pershing LLC as custodians holding 10% or more of its separately managed account assets.

**Does EQV Advisory, LLC 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/338271

**Does EQV Advisory, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 16, 2026 says: "EQV’s minimum account size is typically $5,000,000; however, the firm reserves the right to waive this minimum."

**What changed in EQV Advisory, LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $0 to $106,778,605. Employees performing advisory functions went from 4 to 3.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated January 16, 2026)

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> EQV’s minimum account size is typically $5,000,000; however, the firm reserves the right to waive this minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Pershing LLC

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: $106,778,605
- Discretionary: $72,335,416
- Non-discretionary: $34,443,189

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $2,067,004 |
| High net worth individuals | 11 | $62,102,672 |
| Corporations or other businesses not listed above | 3 | $42,608,929 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 6 total, 3 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.

### Websites listed on Form ADV (Item 1.I)
- eqvadvisory.com

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $0 to $106,778,605.
- Employees performing advisory functions went from 4 to 3.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. EQV Advisory, LLC (CRD 338271): Form ADV filing data as of October 2026.