RIA Intel›Advisers›Ohio›EQUITTA ADVISORS LLC

EQUITTA ADVISORS LLC

Advisory

MILFORD, OH

Data as of Jul 10, 2026 · Source: SEC Form ADV

Rank in OH

#626

of 748 advisers by AUM

Average account

$140K

across 640 accounts

AUM per adviser

$45M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 10, 2026.

Total AUM

$90M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$90M

Discretionary AUM$90M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients109

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InKS, MO, OH, PA

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

109 clients

39 high-net-worth

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

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

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