Equitable Investment Management Group, LLC
New York, NY·SEC-registered · CRD #156933
Equitable Investment Management Group, LLC is an SEC-registered investment advisory firm in New York, NY managing $167B across 113 client accounts, with 11 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$167B
Client accounts
113
Advisory staff
11
Fee model
Fee-only
How Equitable Investment Management Group, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Equitable Investment Management Group, LLC
How much does Equitable Investment Management Group, LLC manage?
Per its most recent SEC Form ADV filing (03/27/2026), Equitable Investment Management Group, LLC reports $167B in regulatory assets under management across roughly 113 client accounts.
How does Equitable Investment Management Group, LLC charge?
Equitable Investment Management Group, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Equitable Investment Management Group, LLC a fiduciary?
Yes. Equitable Investment Management Group, LLC is registered with the U.S. Securities and Exchange Commission (CRD #156933), 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 Equitable Investment Management Group, 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 Equitable Investment Management Group, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Equitable Investment Management Group, LLC's public SEC Form ADV filing (CRD #156933, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Equitable Investment Management Group, 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 Equitable Investment Management Group, LLC? Claim this profile.