Eq Wealth Advisors, Llc
- Regulatory AUM
- $617M
- Discretionary
- $617M
- Clients
- 309
- Avg AUM / client
- $2.0M
- Accounts
- 1,037
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 198 | $87.1M | 14.1% |
| High net worth individuals | 100 | $492M | 79.8% |
| Other investment advisers | 6 | $29.0M | 4.7% |
| Corporations and other businesses | 5 | $8.9M | 1.44% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Toby Scott Harris | Managing Member | Nov 2022 (4y) | 75% or more | |
| Harris, Patricia | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% | |
| Gary Steven Ahr | Registered representative | Chartered Financial Consultant | Feb 2023 (3y) | |
| Taylor Reasoner | Registered representative | CFP | Jun 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/08/2026 | 910 KB | 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
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $598M (97% of AUM) Mar 2026
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: Mar 08, 2026.
View current Form ADV (SEC/IAPD) ↗