RIA Intel›Advisers›Alabama›EQUIP FINANCIAL PARTNERS, LLC

EQUIP FINANCIAL PARTNERS, LLC

Advisory

AL

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$279K

across 16 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

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 InAL, TX

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 AL

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

LIFEFIRST WEALTH, LLC

$4M

CLEARPOINT CAPITAL, L.L.C.

$4M

CADE WEALTH MANAGEMENT LLC

$5M

LBH WEALTH ADVISORS, LLC

$5M

BROL CAPITAL MANAGEMENT, LLC

$4M

NORTH RIVER GROUP, LLC

$3M

Get the full picture on EQUIP FINANCIAL PARTNERS, LLC

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

Create a free account →See plans