EQUITTA ADVISORS LLC

CRD 288351File 801-137677

APPROVED

Retail clients

Filing as of Oct 8, 2026

Feed vintage Nov 10, 2026

Discuss this firm

Regulatory AUM

$111.9M

Bottom 25% of cohort (national)

Discretionary AUM

$111.9M

Clients

118

754 accounts

Employees

Bottom 25% of cohort in OH

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Nov 9, 2026
Principal office: 220 MILL STREET, STE #23, MILFORD, OH, 45150
Phone: 844-369-3961
Website: https://www.equitta.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $111.9M
Discretionary AUM: $111.9M
Non-discretionary AUM: $0
Discretionary accounts: 754
Non-discretionary accounts: 0
Total accounts: 754
AUM per client: $948K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	35	$82.4M
Individuals (other than high net worth individuals)	83	$29.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
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

This firm answered no to every Item 11 disclosure question in this filing.

Fees as stated in brochure

ADV Part 2A Item 5

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Filed changes

Date	Field	From	To	Change
Nov 10, 2026	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “EQUITTA ADVISORS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EQUITTA ADVISORS” may also match similarly-named firms). Confirm identity against each filing.

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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.