Equitas Capital Advisors,llc

Equitas Capital Advisors,llc (CRD# 124471) is a financial advisory firm headquartered in New Orleans, LA. They manage $217,124,577 in 55 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
365 Canal Street, Suite 3050, New Orleans, LA 70130
https://www.linkedin.com/company/equitas-capital-advisors-llc
By the Numbers
  • Total Assets Under Management
    217
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $3,947,720
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, NY, PA, TX

Financial Advisors at Equitas Capital Advisors,llc
Showing 1 - 2 of 2 top financial advisors.
1
Derek Fossier, financial advisor New Orleans LA
Derek L. Fossier
CRD#: 5393851
365 Canal Street, Suite 3050, New Orleans, LA 70130

Derek Fossier (CRD# 5393851) is an Investment Advisor Representative working at Equitas Capital Advisors,llc in New Orleans, LA and has over 11 years of experience in the finance industry.

2
David Thomas, financial advisor New Orleans LA
David S. Thomas
CRD#: 717970
365 Canal Street, Suite 3050, New Orleans, LA 70130

David Thomas (CRD# 717970) is an Investment Advisor Representative working at Equitas Capital Advisors,llc in New Orleans, LA and has over 43 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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