EQV ADVISORY, LLC

CRD 338271File 801-134372

APPROVED

Retail clients

Custody

Filing as of Jan 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$106.8M

Bottom 25% of cohort (national)

Discretionary AUM

$72.3M

Non-discretionary $34.4M

Clients

122 accounts

Employees

Bottom 25% of cohort in NC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Sep 19, 2025
Principal office: 400 WEST NORTH ST., SUITE 112, RALEIGH, NC, 27603
Phone: 919-842-3000
Website: http://www.eqvadvisory.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $106.8M
Discretionary AUM: $72.3M
Non-discretionary AUM: $34.4M
Discretionary accounts: 115
Non-discretionary accounts: 7
Total accounts: 122
AUM per client: $5.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$42.6M
High net worth individuals	11	$62.1M
Individuals (other than high net worth individuals)	7	$2.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — RETAINER BASED ENGAGEMENTS
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
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 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.