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Aequitas Capital
Aequitas Financial is a fee-only, fiduciary LGBTQ+ financial planning firm for high-earning queer professionals and same-sex couples. Aequitas Financial, LLC...
Overview
Aequitas Financial is a fee-only, fiduciary LGBTQ+ financial planning firm for high-earning queer professionals and same-sex couples. Aequitas Financial, LLC is a Registered Investment Adviser in the State of California. The firm is LGBTQ+-owned and operated, virtual-first, and serves clients nationwide. It provides comprehensive planning including tax, retirement, estate, investment management, and specialty services such as family-building and gender-affirming care planning.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Lake Oswego
Corporate office
Lake Oswego, OR, United States
Principals
Taylor Bell
Founder
Taylor Bell
Founder
Frequently asked questions
What is the firm's AUM?
Aequitas Capital does not disclose its assets under management. No regulatory filings or public statements provide this number. Altss estimates are not possible given the lack of team size, client base, or investment activity data.
What investment services does Aequitas Capital offer?
According to its website, the firm provides wealth management, family planning, estate planning, and values-based investing. All services are presented as part of a fiduciary, fee-only model. No specific asset classes, sectors, or deal types are detailed.
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