RIA Intel›Advisers›North Carolina›EQUANIMITY CAPITAL MANAGEMENT, LLC

EQUANIMITY CAPITAL MANAGEMENT, LLC

Advisory

NC

Data as of Jan 19, 2026 · Source: SEC Form ADV

Average account

$144K

across 5 accounts

AUM per adviser

$718K

1 advisers

Source: SEC Form ADV. Figures as filed Jan 19, 2026.

Total AUM

$718K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$718K

Discretionary AUM$718K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

ALIGNED WEALTH SOLUTIONS, LLC

$717K

COMMODITIES & SECURITIES, INC.

$695K

TMFS-RALEIGH LLC

$750K

LEGACY WEALTH MANAGEMENT, LLC

$818K

THIRD DAY CAPITAL, INC.

$579K

KEYWELL FINANCIAL GROUP LLC

$857K

Get the full picture on EQUANIMITY CAPITAL MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track EQUANIMITY CAPITAL MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans