Eq, Llc
- Regulatory AUM
- $942M
- Discretionary
- $717M
- Clients
- 544
- Avg AUM / client
- $1.7M
- Accounts
- 2,476
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 156 | $42.3M | 4.49% |
| High net worth individuals | 369 | $897M | 95.3% |
| Charitable organizations | 19 | $1.9M | 0.2% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $24.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Eq Income Fund 1, Llc. | Other Private Fund | Delaware | $24.3M | 76 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Michael Quigley | Managing Member/Cco | CFP | Nov 2017 (9y) | 50% – 75% |
| Stephen Patrick Emanuels | Managing Member | CFP Personal Financial Specialist | Nov 2017 (9y) | 50% – 75% |
| Michael John Varga | Registered representative | Feb 2018 (9y) | ||
| Nathan Evan Tepp | Registered representative | CFP | Jan 2020 (7y) | |
| Jamika Symone Parker | Registered representative | CFP | Jun 2020 (6y) | |
| Audrea Jane Sullivan | Registered representative | Nov 2023 (3y) | ||
| Courtney O'kelly Hanrahan | Registered representative | CFP | Jun 2024 (2y) | |
| Michael Okamoto | Registered representative | CFP | Jun 2024 (2y) | |
| Sarah Andrews Emanuels | Registered representative | Jul 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $24.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Eq Income Fund 1, Llc. | Other Private Fund | $24.3M | $250K | 76 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/29/2026 | 1.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- National Financial Services (Fidelity) $912M (97% of AUM) Apr 2026
- Pershing $5.9M (1% of AUM) Nov 2023
- Charles Schwab & Co. $453K (0% of AUM) Nov 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 29, 2026.
View current Form ADV (SEC/IAPD) ↗