Eqv Advisory, Llc
- Regulatory AUM
- $107M
- Discretionary
- $72.3M
- Clients
- 21
- Avg AUM / client
- $5.1M
- Accounts
- 122
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 7 | $2.1M | 1.94% |
| High net worth individuals | 11 | $62.1M | 58.2% |
| Corporations and other businesses | 3 | $42.6M | 39.9% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Nicholas Paccione | Registered representative | CFP CFA | Nov 2025 (1y) | |
| Michael Robinson Ragsdale | Registered representative | CFP | Nov 2025 (1y) | |
| Jonathan Lee Autry | Registered representative | Dec 2025 (1y) | ||
| Katherine Stowers Skurski | Registered representative | CFA | May 2026 (0y) |
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) | 01/16/2026 | 954 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
- • Fixed fees
- • Other fees
- • RETAINER BASED ENGAGEMENTS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Pershing $59.6M (56% of AUM) Jan 2026
- Charles Schwab & Co. $12.8M (12% of AUM) Jan 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: Jan 16, 2026.
View current Form ADV (SEC/IAPD) ↗