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AEQUITAS INVESTMENT ADVISORS, LLC

HINGHAM, MA · CRD 127625 · IAPD ↗ · aequitas-inv.com · 781-740-1199

$826.1MRegulatory AUM
5Advisory reps
8Employees
3Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — AEQUITAS INVESTMENT ADVISORS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
June 2025 — AEQUITAS INVESTMENT ADVISORS, LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.