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EQUITAS CAPITAL ADVISORS,LLC

A70
CRD 124471·SEC 801-61979·NEW ORLEANS, LA
AUM
$214.2M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$643K
@ 30% margin
Est. Deal Value
$5.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EQUITAS CAPITAL ADVISORS,LLC
CRD
124471
SEC file #
801-61979
EIN
—
DBA names
—

Economics

AUM
$214.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$335.5M → $214.2M▼ -36%
Client mix
Individuals High Net Worth24
Individuals Other13
Charitable Organizations8
Pooled Investment Vehicles1

Operations

Employees (total)
6
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
5 advisors → 5 advisors▬ 0%
Primary office
NEW ORLEANS LA
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/equitas-capital-advisors-llc(social)

Compliance

Disclosures (firm)
5
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THOMAS, DAVID, SAMUEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
THOMAS, DAVID, SAMUEL
FOSSIER, DEREK, LOUIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:equitas.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Pershing8
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
717970
Trust Company Affiliate
No

People (2)

2
THOMAS, DAVID, SAMUEL
IAR · Direct Owner · 87.5%
717970
FOSSIER, DEREK, LOUIS
IAR · Executive Officer · 2.5%
5393851