A complete list of active advisors currently associated with Equilus Group Inc
Warmer can help you find a great advisor at Equilus Group Inc or one who fits your needs even better.
Equilus Group Inc. serves individual and high‑net‑worth clients, as well as trusts, estates, retirement plans and charitable organizations, through a four‑advisor team managing about $25.7 million for roughly 86 clients. The firm provides non‑discretionary portfolio management, subscription‑based financial planning and consultation, insurance placement (commissions for life insurance and fixed annuities), and trust financial services with a published hourly and percentage fee schedule. The firm delivers advice on a non‑discretionary basis, developing individualized strategies, quarterly reporting, and ongoing client meetings while using SEI for custody and infrastructure and engaging Independent Managers when appropriate. Equilus also evaluates and may recommend private placements and private equity, and discloses that it will allocate client capital to related-party real estate offerings only when clients qualify as accredited investors. What distinguishes Equilus from many peers is its reliance on primarily non‑discretionary assets (the ADV shows $0 discretionary and $25.7M non‑discretionary), its required subscription model for first‑year planning engagements and ongoing planning payments, and its affiliation with Equilus Capital Partners, LLC — a related commercial real‑estate general partner and fund sponsor that the firm may recommend to clients, a relationship the brochure identifies as creating a material conflict of interest and potential custody implications beginning in 2026.
To learn more about the advisors currently working at Equilus Group Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Wenatchee, WA
| 19
|
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