A complete list of active advisors currently associated with EQV Advisory, LLC

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

EQV Advisory, LLC serves qualified and accredited investors, including individuals, high-net-worth clients, corporations, small businesses, charitable institutions, and foundations. The firm offers investment advisory and wealth management, financial planning, and family office support, managing approximately $106.8 million in client assets across a small client base of about 18 relationships. EQV employs both model-based and custom portfolio construction, tailoring allocations to client goals, risk tolerance, and time horizon through an in-depth discovery process. Its stated investment framework references Modern Portfolio Theory, the Efficient Markets Hypothesis and Behavioral Finance, and it uses a mix of passive investments, separately managed accounts, mutual funds, ETFs, and private partnerships to pursue cost minimization, tax mitigation, and appropriate asset location. Compared with many supported firms, EQV is a recently formed adviser (established 2025) that targets a concentrated, high-net-worth clientele with a typical account minimum of $5 million and explicit family office services and support. The firm’s willingness to incorporate privately placed vehicles and private company investments into client portfolios, alongside model-based solutions, is a distinguishing feature for a three-advisor practice with a relatively small number of clients.

To learn more about the advisors currently working at EQV Advisory, 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.