Aequitas Investment Advisors, LLC
Hingham, MA·SEC-registered · CRD #127625
Aequitas Investment Advisors, LLC is an SEC-registered investment advisory firm in Hingham, MA managing $826M across 2.5k client accounts, with 5 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$826M
Client accounts
2.5k
Advisory staff
5
Fee model
Fee-based
How Aequitas Investment Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Aequitas Investment Advisors, LLC
How much does Aequitas Investment Advisors, LLC manage?
Per its most recent SEC Form ADV filing (03/27/2026), Aequitas Investment Advisors, LLC reports $826M in regulatory assets under management across roughly 2.5k client accounts.
How does Aequitas Investment Advisors, LLC charge?
Aequitas Investment Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Aequitas Investment Advisors, LLC a fiduciary?
Yes. Aequitas Investment Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #127625), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Aequitas Investment Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Aequitas Investment Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Hingham, MA
Profile compiled from Aequitas Investment Advisors, LLC's public SEC Form ADV filing (CRD #127625, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Aequitas Investment Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Aequitas Investment Advisors, LLC? Claim this profile.