Equitta Advisors LLC

Public-record details

Address

220 Mill Street, Ste #23, Milford, OH 45150

Phone

(844) 369-3961

Listed under

Financial planning, Flat / fixed fees, % of assets managed

CRD number

288351

Registration

State registered: KS, MO, OH, PA

Compensation (Form ADV 5.E)

Percentage of assets under management; Fixed fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses

Regulatory assets under management

$89.8 million

Accounts managed

640

Clients reported (Form ADV 5.D)

109

Individual / high-net-worth clients

70 / 39

Employees

2

Other business activities (Form ADV 6.A)

Also active as: insurance broker or agent, other financial product salesperson

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-07-10

State registered (KS, MO, OH…) investment adviser, CRD 288351, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 288351 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.