EQUITAS CAPITAL ADVISORS,LLC

365 Canal Street
Suite 3050
New Orleans, Louisiana 70130
Tel: 504-569-9600

About EQUITAS CAPITAL ADVISORS,LLC

EQUITAS CAPITAL ADVISORS,LLC, formally registered with the SEC as EQUITAS CAPITAL ADVISORS,LLC. The firm was established in 04/17/2003. They have over 1 offices throughout the country.

EQUITAS CAPITAL ADVISORS,LLC is a New Orleans, Louisiana based Financial Planning firm with nearly $217,124,577 assets under management, offering retirement planning & investment advisory services to 55 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	124471
SEC#	801-61979
Assets Managed by Firm	$217,124,577
No. of Clients	55
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (WRAP FEE PROGRAM)

Firm Client Information

	No. of Clients	AUM
Firm Total	55	$217,124,577
Individuals (other than high net worth individuals)	15	$5,178,151
High net worth individuals	26	$75,738,594
Charitable organizations	9	$129,454,140
Corporations or other businesses	Fewer than 5 clients	$2,603,965

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TRUWEALTH ADVISORS, LLC 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785	$2,535,697,292	7157	34
WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013	$2,489,088,707	1855	12
SISUNG INVESTMENT MANAGEMENT SERVICES LLC 3850 N. Causeway Blvd., Suite 1930 Metairie, LA, 70002	$2,000,884,017	12	7

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