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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 45 | 46 | increased by1 |
| Apr 1, 2026 | AUM | $201,430,863 | $214,236,183 | increased by$12,805,320 |
| Apr 1, 2026 | Accounts | 45 | 46 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 6 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 55 | 45 | decreased by10 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $459,296,476 | $201,430,863 | decreased by$257,865,613 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 55 | 45 | decreased by10 |
| May 1, 2022 | Employees | 10 | 9 | decreased by1 |
| May 1, 2022 | Clients | 44 | 55 | increased by11 |
| May 1, 2022 | AUM | $416,888,482 | $459,296,476 | increased by$42,407,994 |
| May 1, 2022 | Accounts | 49 | 55 | increased by6 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EQUITAS CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EQUITAS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.