RIA Intel›Advisers›Wyoming›EQUITY FINANCIAL MANAGEMENT

EQUITY FINANCIAL MANAGEMENT

Advisory

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

Average account

$425K

across 12 accounts

AUM per adviser

$5M

1 advisers

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

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients12

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCO

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

12 clients

3 high-net-worth

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

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Advisers of similar size in WY

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

SCOTT INVESTMENT ADVISORS LIMITED PARTNERSHIP

JACKSON, WY

$5M

KELLER INVESTMENT ADVISORS LLC

$6M

WATER DOG ASSET MANAGEMENT LLC

$6M

+23.5% 1Y

LEGACY WEALTH CAPITAL, LLC.

$7M

KENOBI WEALTH LLC

$7M

TETON WEALTH MANAGEMENT, INC.

$7M

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