Eqv Advisory, LLC
● SEC registered since 2025CRD 338271SEC# 801-134372Raleigh, NC
Reg. AUM
$106.8M
Employees
6
Accounts
122
Location
Raleigh, NC
Eqv Advisory, LLC assets under management
Eqv Advisory, LLC is a registered investment adviser overseen by the SEC based in Raleigh, NC. The firm has been registered since 2025. It reports $106.8 million in regulatory assets under management and employs 6 people.
Eqv Advisory, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eqv Advisory Holdings, LLC Control | Owner | Over 75% | 2025 |
| Lawrence Anderson Moye Control | Chief Wealth Strategist | Under 5% | 2025 |
| Mark Nicholas Paccione Control | Cco And Cio | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Eqv Advisory, LLC manage?
Eqv Advisory, LLC reports $106.8 million in regulatory assets under management on its Form ADV.
How many employees does Eqv Advisory, LLC have?
Eqv Advisory, LLC reports 6 employees.
Where is Eqv Advisory, LLC located?
Eqv Advisory, LLC is based in Raleigh, NC and has been SEC-registered since 2025.
Does Eqv Advisory, LLC disclose fund performance?
Eqv Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 400 West North St., Suite 112, Raleigh, NC 27603 |
| Phone | 919-842-3000 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$106.8MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$106.8Mregulatory AUM
Discretionary $72.3MNon-discretionary $34.4M