RIA Intel›Advisers›California›EQUITY MANAGEMENT GROUP, LLC

EQUITY MANAGEMENT GROUP, LLC

Advisory

CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in CA
#3,164
of 5,480 advisers by AUM
AUM CAGR, 3 year
-9.6%
compound annual growth
Average account
$764K
across 88 accounts
AUM per adviser
$22M
3 advisers
Filing history
4
filings since 2001

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$67M
1-Year AUM Growth
—
3-Year CAGR
-9.6%
Employees
3
Assets Under Management
Total AUM$67M
Discretionary AUM$67M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients88
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record4
First FilingJan 25, 2001
Latest FilingMar 31, 2026
Full AUM trend chart and 4 historical filings spanning 25+ years
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Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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