15 EQUITY

Legal name: 15 EQUITY, LLC

CRD 310628File 801-119711

APPROVED

Retail clients

Custody

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$135.9M

Bottom 25% of cohort (national)

Discretionary AUM

$95.1M

Non-discretionary $40.8M

Clients

112

118 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Oct 29, 2020
Principal office: 10 EAST YANONALI STREET, SUITE 109, SANTA BARBARA, CA, 93101
Phone: 805-456-4426
Website: http://www.15equity.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $135.9M
Discretionary AUM: $95.1M
Non-discretionary AUM: $40.8M
Discretionary accounts: 110
Non-discretionary accounts: 8
Total accounts: 118
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$10.6M
Charitable organizations	Fewer than 5	$2.1M
High net worth individuals	60	$109.3M
Pension and profit sharing plans	Fewer than 5	$1.2M
Individuals (other than high net worth individuals)	52	$12.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

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: No
Related Person Custody Cash: Yes
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.

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.