# Equity Financial Management

Equity Financial Management is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 318594
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/318594

## About

EQUITY FINANCIAL MANAGEMENT is a state-registered investment adviser with $5 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Questions

### Who runs investment decisions at Equity Financial Management?

No named principals or investment committee members are publicly identified. The firm has not disclosed its leadership structure, which is common for family offices that maintain a low public profile.

### Does Equity Financial Management participate in fund commitments or only direct deals?

There is no public record of fund commitments or direct investments. The firm's investment vehicle preferences are unknown.

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Last updated: 2026-07-06T01:24:16.022Z

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