Equitas Capital Advisors,llc
Equitas Capital Advisors,llc (CRD# 124471) is a financial advisory firm headquartered in New Orleans, LA. They manage $217,124,577 in 55 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management217MILLION
-
Total Number of Accounts55ACCOUNTS
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Average Account Value$3,947,720
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, NY, PA, TX
Financial Advisors at Equitas Capital Advisors,llc
1
Derek Fossier (CRD# 5393851) is an Investment Advisor Representative working at Equitas Capital Advisors,llc in New Orleans, LA and has over 11 years of experience in the finance industry.
2
David Thomas (CRD# 717970) is an Investment Advisor Representative working at Equitas Capital Advisors,llc in New Orleans, LA and has over 43 years of experience in the finance industry.
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