Hepworth Equity Partners, LLC

Hepworth Equity Partners serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities with discretionary portfolio management and ongoing financial planning. The firm delivers these services exclusively through a firm‑sponsored wrap fee program that combines advisory, trade execution, custody and reporting under a single program agreement.

The firm manages separately administered, discretionary accounts tailored to each client’s objectives and risk tolerance, emphasizing customization, tax‑aware positioning and risk management across equities, fixed income, ETFs, mutual funds and options. All wrap accounts are managed internally — the firm does not use outside portfolio managers — and it reviews performance using custodian‑provided reports while employing strategies that can include short‑ and long‑term trading, options and margin when authorized by the client.

Distinctive features include acting as both sponsor and sole manager of its wrap program, an arrangement that centralizes investment decision‑making within a small advisory team (two advisors managing roughly $135.6 million in AUM), and operating primarily with separately managed accounts rather than pooled vehicles. The brochure discloses a past consent order related to unlicensed adviser activity during a prior relocation (no client harm reported and the firm was subsequently licensed), and the firm leaves proxy voting to clients rather than voting on their behalf.