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EQUITA FINANCIAL NETWORK, INC.
CRD 277031File 801-120628
APPROVED
Retail clients
Custody
Filing as of Aug 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$391.0M
Below cohort median (national)
Discretionary AUM
$390.9M
Non-discretionary $61K
Clients
434
1,321 accounts
Employees
19
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 26, 2021
- Principal office
- 500 OFFICE CENTER DRIVE, SUITE 400, FORT WASHINGTON, PA, 19034
- Phone
- 800.604.0176
- Website
- http://www.equitafn.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $391.0M
- Discretionary AUM
- $390.9M
- Non-discretionary AUM
- $61K
- Discretionary accounts
- 1,319
- Non-discretionary accounts
- 2
- Total accounts
- 1,321
- AUM per client
- $901K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $163K |
| High net worth individuals | 310 | $299.4M |
| Individuals (other than high net worth individuals) | 124 | $91.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 453 | 434 | decreased by19 |
| Apr 1, 2026 | AUM | $412,310,129 | $390,965,587 | decreased by$21,344,542 |
| Apr 1, 2026 | Accounts | 1,476 | 1,321 | decreased by155 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 19 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 262 | 453 | increased by191 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $155,932,259 | $412,310,129 | increased by$256,377,870 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 746 | 1,476 | increased by730 |
| Apr 1, 2022 | Employees | 6 | 7 | increased by1 |
| Apr 1, 2022 | Clients | 200 | 262 | increased by62 |
| Apr 1, 2022 | AUM | $107,606,822 | $155,932,259 | increased by$48,325,437 |
| Apr 1, 2022 | Accounts | 550 | 746 | increased by196 |
| 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 “EQUITA FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EQUITA FINANCIAL” 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.