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EQUITA FINANCIAL NETWORK, INC.
CRD 277031File 801-120628
APPROVED
Retail clients
Custody
Filing as of Jul 21, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| 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.