Equatorial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$10,284,493
Clients
56
Advisors
1
of 1 employees
About
Equatorial Advisors, LLC provides investment supervisory services, financial planning, and a hybrid robo‑advisory portfolio service to a mix of individual investors and institutional clients. The firm’s brochure lists client types that include individuals, high‑net‑worth individuals, pension and profit‑sharing plans, trusts, corporations and state or municipal government entities.
The adviser documents client goals and risk tolerance in an Investment Policy Statement and combines algorithm‑based portfolio models with active oversight by the sole managing member to implement thematic portfolios. Its stated methods of analysis include charting, fundamental, technical, cyclical, geopolitical and behavioral approaches, and the firm may employ strategies such as long‑ and short‑term trading, margin, short sales and options.
Distinctive features in the brochure include the principal’s ownership of an affiliated insurance brokerage, with disclosure that insurance products and commissions may be offered and could present conflicts of interest. The firm also discloses relationships with third‑party managers (Schafer Cullen, Franklin Templeton Global Advisors and Envestnet) and references fee‑sharing arrangements, and emphasizes that all accounts are reviewed directly by the sole advisor and there is no account minimum.
Client services
Expertise
Fee options
Financial planning fixed fees $150 to $500, may be waived
$1 - $499,999: 0.50% - 3.00% $500,000 - $1,000,000: 0.50% - 2.50% Over $1,000,000+: Negotiable
Fee-only: Financial planning fixed fees $150 to $500, may be waived with investment account
Main office
Baltimore MD
Advisors at this office
1
Most active in
Georgia · Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)