A complete list of active advisors currently associated with Equinum, LLC

Warmer can help you find a great advisor at Equinum, LLC or one who fits your needs even better.

Equinum provides investment advisory and financial planning to individuals, high‑net‑worth clients, corporations and charitable organizations, offering portfolio management, retirement-plan (3(21)) advisory, variable annuity management, a family office service, and robo‑advisor options. The firm can manage accounts on a discretionary or non‑discretionary basis and also recommends or allocates portions of portfolios to third‑party managers when appropriate. Equinum documents client goals in Investment Policy Statements and applies both fundamental and technical analysis across strategies that may include long‑ and short‑term trading, short sales, margin, options, and ETF‑based allocations. The firm uses proprietary robo‑advisor models (historically on Schwab, with most accounts transitioning to Betterment Advisor Services) and conducts initial and ongoing due diligence and monitoring of third‑party managers while disclosing algorithmic limitations for rebalancing and tax treatment. Equinum is notable among similar advisory teams for its ownership and operational ties to the accounting firm Roth & Company LLP, which the brochure discloses as giving rise to trustee arrangements, standing letters of authorization, custody considerations and annual surprise audits. The combination of a consolidated family‑office service for external holdings, access to private equity and hedge fund allocations through third‑party managers, and a hybrid of automated robo models and traditional portfolio management creates a service mix that differs from many peers.

To learn more about the advisors currently working at Equinum, LLC, 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.