RIA Intel›Advisers›EQ, LLC

EQ, LLC

Advisory

N·

Data as of Jan 13, 2026 · Source: SEC Form ADV

Total AUM

$723M

1-Year AUM Growth

+29.6%

3-Year CAGR

+16.5%

Employees

8

Assets Under Management

Total AUM$723M

Discretionary AUM$544M

Non-Discretionary AUM$179M

Discretionary %75.2%

Total Clients472

Team

Total Employees8

Investment Advisers13

Employee Growth (1Y)—

Private Funds

Number of Private Funds1

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record22

First FilingNov 27, 2017

Latest FilingJan 13, 2026

🔒 Full AUM trend chart and 22 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on EQ, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.