RIA Intel›Advisers›Missouri›EQUITY MANAGEMENT, INC.

EQUITY MANAGEMENT, INC.

Advisory

MO

Data as of Mar 25, 2025 · Source: SEC Form ADV

Average account

$746K

across 14 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2025.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$667K

Discretionary %93.6%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL, MO

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

15 clients

1 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 MO

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

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JEFFERSON CAPITAL, INC.

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NIDHI CAPITAL, LLC

$10M

FIRST CLASS CAPITAL LLC

$10M

FIRST CLASS CAPITAL LLC

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