Equatorial Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,284,493
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
56
21% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
56
HighAverage account size
$183,652
About
Equatorial Advisors, LLC provides investment supervisory services, financial planning, and a hybrid robo‑advisory portfolio service to a mix of individual investors and institutional clients. The firm’s brochure lists client types that include individuals, high‑net‑worth individuals, pension and profit‑sharing plans, trusts, corporations and state or municipal government entities.
The adviser documents client goals and risk tolerance in an Investment Policy Statement and combines algorithm‑based portfolio models with active oversight by the sole managing member to implement thematic portfolios. Its stated methods of analysis include charting, fundamental, technical, cyclical, geopolitical and behavioral approaches, and the firm may employ strategies such as long‑ and short‑term trading, margin, short sales and options.
Distinctive features in the brochure include the principal’s ownership of an affiliated insurance brokerage, with disclosure that insurance products and commissions may be offered and could present conflicts of interest. The firm also discloses relationships with third‑party managers (Schafer Cullen, Franklin Templeton Global Advisors and Envestnet) and references fee‑sharing arrangements, and emphasizes that all accounts are reviewed directly by the sole advisor and there is no account minimum.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Active portfolio management
Options & derivatives strategies
Real estate investing
Annuities
Fee options
Financial planning fixed fees $150 to $500, may be waived
$1 - $499,999: 0.50% - 3.00% $500,000 - $1,000,000: 0.50% - 2.50% Over $1,000,000+: Negotiable
Fee-only: Financial planning fixed fees $150 to $500, may be waived with investment account
Main office location
Equatorial Advisors, LLC
Baltimore MD, United States
Number of offices
1
Most active in
Equatorial Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia · Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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