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EQUITAS CAPITAL ADVISORS,LLC
CRD 124471File 801-61979
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$214.2M
Below cohort median (national)
Discretionary AUM
$98.1M
Non-discretionary $116.1M
Clients
46
46 accounts
Employees
6
Below cohort median in LA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 17, 2003
- Principal office
- 365 CANAL STREET, SUITE 3050, NEW ORLEANS, LA, 70130
- Phone
- 504-569-9600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $214.2M
- Discretionary AUM
- $98.1M
- Non-discretionary AUM
- $116.1M
- Discretionary accounts
- 31
- Non-discretionary accounts
- 15
- Total accounts
- 46
- AUM per client
- $4.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 8 | $129.1M |
| High net worth individuals | 24 | $68.9M |
| Pooled investment vehicles | 1 | $6.8M |
| Individuals (other than high net worth individuals) | 13 | $9.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.