Eqv Advisory, LLC

Eqv Advisory, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Raleigh, North Carolina. On its latest Form ADV, filed January 16, 2026, it reports $107M in regulatory assets under management, 18 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	338271 · SEC file 801-134372
Office	400 West North ST. Suite 112 Raleigh, NC 27603
Phone	(919) 842-3000
Website	www.eqvadvisory.com
Regulatory assets under management	$107M ($72M discretionary)
Individual clients	7 non-high-net-worth, 11 high-net-worth
Financial planning clients	0
How it charges	Percentage of assets, Fixed fee, Other
Services	Financial planning, Portfolio management, Selection of other advisers
Employees	6
Disciplinary disclosures	None reported
Latest Form ADV filing	January 16, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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• Collegiate Capital Management, Inc. $653M

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