# Aequitas Capital

Aequitas Capital is a RIA based in Lake Oswego, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Lake Oswego, United States
- **Region:** North America
- **Address:** Lake Oswego, OR, United States
- **Assets under management:** Undisclosed
- **Website:** aequitasfp.com

## Regulatory record

- **Reports private funds:** No

## About

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.

## People

- Taylor Bell — Founder
- Taylor Bell — Founder

## 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.

## Related profiles

- [GMD Distribution](https://altss.com/profile/gmd-distribution)
- [Manitex Capital](https://altss.com/profile/manitex-capital)

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Last updated: 2026-08-11T15:05:57.154Z

Canonical page: https://altss.com/profile/aequitas-capital

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