EQUITAS CAPITAL ADVISORS,LLC

NEW ORLEANS, Louisiana·3 registered advisors·CRD# 124471
SEC# 801-619790504-569-9600
01

Firm Overview

AUM
$217M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at EQUITAS CAPITAL ADVISORS,LLC

3 registered advisors
David Samuel Thomas
NEW ORLEANS, Louisiana
Derek Louis Fossier
NEW ORLEANS, Louisiana
Susan Christina
NEW ORLEANS, Louisiana
05

Office Locations

NEW ORLEANS, Louisiana
3 advisors

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Data sourced from SEC Form ADV filings. EQUITAS CAPITAL ADVISORS,LLC (CRD# 124471) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.