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Aequitas Capital
Aequitas Capital is a ria based in Lake Oswego; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for...
Aequitas Capital
Fee-only, fiduciary LGBTQ+ financial planning for queer professionals, couples, and families — wealth, family, estate, and values-based investing.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Lake Oswego
Corporate office
Lake Oswego, OR, United States
Frequently asked questions
Does Aequitas Capital function as a family office or an RIA?
Aequitas Capital describes itself as a fee-only fiduciary financial planning advisor. No public evidence suggests it operates as a single-family or multi-family office. Its website emphasizes LGBTQ+ financial planning for individuals, couples, and families.
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.
Who leads Aequitas Capital?
The firm's website does not name any principals, executives, or team members. No LinkedIn profile or professional biography for Aequitas Capital leadership could be located. The firm effectively operates without publicly identified decision-makers.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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