Aequitas Investment Advisors, LLC
● SEC registered since 2017CRD 127625SEC# 801-110328Hingham, MA
Reg. AUM
$826.1M
Employees
8
Accounts
1,238
Location
Hingham, MA
Aequitas Investment Advisors, LLC assets under management
Aequitas Investment Advisors, LLC is an investment advisory firm registered with the SEC based in Hingham, MA. The firm has been registered since 2017. It reports $826.1 million in regulatory assets under management and employs 8 people.
Aequitas Investment Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michelle C Fallon | Member And Senior Financial Planner | 5-10% | 2020 |
| Noreen Dillon Walsh Control | Managing Member / Chief Compliance Officer | 25-50% | 2007 |
| Spencer Robinson Henderson | Member And Financial Planner / Director Of Research | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Aequitas Investment Advisors, LLC manage?
Aequitas Investment Advisors, LLC reports $826.1 million in regulatory assets under management on its Form ADV.
How many employees does Aequitas Investment Advisors, LLC have?
Aequitas Investment Advisors, LLC reports 8 employees.
Where is Aequitas Investment Advisors, LLC located?
Aequitas Investment Advisors, LLC is based in Hingham, MA and has been SEC-registered since 2017.
Does Aequitas Investment Advisors, LLC disclose fund performance?
Aequitas Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 175 Derby St, Suite 24, Hingham, MA 02043 |
| Phone | 781-740-1199 |
| Fax | 781-740-1822 |
| Office hours | 9:00 To 5:00 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$826.1M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$826.1Mregulatory AUM
Discretionary $0Non-discretionary $826.1M