Eqis Capital Management

Eqis Capital Management (CRD# 126052) is a financial advisory firm headquartered in San Rafael, CA. They manage $1,669,500,000 in 15,000 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,670
    MILLION
  • Total Number of Accounts
    15,000
    ACCOUNTS
  • Average Account Value
    $111,300
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Eqis Capital Management
Showing 1 - 10 of 22 top financial advisors.
1
Joel T. Bennett
CRD#: 4186733
1000 4th St., Ste 650, San Rafael, CA 94901
93
Wealthminder
score

Joel Bennett (CRD# 4186733) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 16 years of experience in the finance industry.

2
Kenneth D. Bobadilla
CRD#: 4136113
9740 Appaloosa Road, Suite 150, San Diego, CA 92101
93
Wealthminder
score

Kenneth Bobadilla (CRD# 4136113) is an Investment Advisor Representative working at Eqis Capital Management in San Diego, CA and has over 16 years of experience in the finance industry.

3
Matthew D. Canter
CRD#: 5678510
611 Commerce, Suite 3103, Nashville, TN 37203
93
Wealthminder
score

Matthew Canter (CRD# 5678510) is an Investment Advisor Representative working at Eqis Capital Management in Nashville, TN and has over 7 years of experience in the finance industry.

4
Brian W. Debruin
CRD#: 4395337
1000 4th St., Ste 650, San Rafael, CA 94901
93
Wealthminder
score

Brian Debruin (CRD# 4395337) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 15 years of experience in the finance industry.

5
Benjamin A. Huggin
CRD#: 2451817
735 Thimble Shoals Blvd., Suite 150, Newport News, VA 23606
93
Wealthminder
score

Benjamin Huggin (CRD# 2451817) is an Investment Advisor Representative working at Eqis Capital Management in Newport News, VA and has over 22 years of experience in the finance industry.

6
Jason E. Luhan
CRD#: 5483636
1000 4th St., Ste 650, San Rafael, CA 94901
93
Wealthminder
score

Jason Luhan (CRD# 5483636) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 7 years of experience in the finance industry.

7
Thomas J. McDermott
CRD#: 4369434
1000 4th St., Ste 650, San Rafael, CA 94901
93
Wealthminder
score

Thomas McDermott (CRD# 4369434) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 8 years of experience in the finance industry.

8
William R. Nelson
CRD#: 4797755
1000 4th St., Ste 520, San Rafael, CA 94901
93
Wealthminder
score

William Nelson (CRD# 4797755) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 12 years of experience in the finance industry.

9
Pamela S. Nevil
CRD#: 874180
1000 4th St., Ste 650, San Rafael, CA 94901
93
Wealthminder
score

Pamela Nevil (CRD# 874180) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 34 years of experience in the finance industry.

10
James T. Newton
CRD#: 1196025
1000 4th St., Ste 650, San Rafael, CA 94901
93
Wealthminder
score

James Newton (CRD# 1196025) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 32 years of experience in the finance industry.

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