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EQUANIMITY FINANCIAL PARTNERS
Legal name: HBA ADVISORS, LLC
CRD 152050File 801-70851
APPROVED
Retail clients
Disclosure events
Filing as of Jun 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$234.3M
Below cohort median (national)
Discretionary AUM
$226.9M
Non-discretionary $7.5M
Clients
665
665 accounts
Employees
4
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Dec 15, 2009
- Principal office
- 100 CORSON STREET, SUITE 210, PASADENA, CA, 91103
- Phone
- 626-529-8347
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $234.3M
- Discretionary AUM
- $226.9M
- Non-discretionary AUM
- $7.5M
- Discretionary accounts
- 663
- Non-discretionary accounts
- 2
- Total accounts
- 665
- AUM per client
- $352K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 48 | $123.2M |
| Pension and profit sharing plans | 7 | $14.5M |
| Individuals (other than high net worth individuals) | 610 | $96.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
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.