SourcingSourcing

EQV ADVISORY, LLC

B52
CRD 338271·SEC 801-134372·RALEIGH, NC
AUM
$106.8M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$320K
@ 30% margin
Est. Deal Value
$2.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EQV ADVISORY, LLC
CRD
338271
SEC file #
801-134372
EIN
—
DBA names
—

Economics

AUM
$106.8M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals High Net Worth11
Individuals Other7
Corporations3

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
4 advisors → 3 advisors▼ -25%
Primary office
RALEIGH NC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
01/16/2026
ADV-W filed at
—
Website
eqvadvisory.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EQV ADVISORY HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
EQV ADVISORY HOLDINGS, LLC
Moye, Lawrence, Anderson
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
EQVADVISORY.COM
Rdap Domain Creation Date
2025-07-18T15:58:24Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2787
Soi Zip Pct 200k Plus
0.081
Soi Zip Returns 200k Plus
2090
Soi Zip Total AGI
2,265,735
Fdic Zip Total Deposits
3,208,971,000
Fdic Zip Branch Count
125
Fdic Zip Top Banks
Wells Fargo Bank, National Association
SunTrust Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
Pershing4
E*trade4
Fdic Zip Branches Raw
Central Carolina Bank and Trust CompanyRaleigh, NC
Centura BankRaleigh, NC
Fdic Zip HHI
1527.84
Fdic Zip Top Bank Share Pct
30.87
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-07-18T15:58:24Z
Rdap Domain Last Changed
2025-08-27T19:00:14Z
Rdap Nameservers
Ns73.domaincontrol.comNs74.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI80,519
Returns6,410
Stub 2
AGI206,265
Returns5,580
Stub 3
AGI244,276
Returns3,960
Soi Zip Total Business Income
65,042
Soi Zip Total Cap Gains
91,919
Soi Zip Total Dividends
24,591
Soi Zip Total Returns
25,800
Trust Company Affiliate
No

People (5)

5
PACCIONE, MARK, NICHOLAS
IAR · Executive Officer · 2.5%
4775789
RAGSDALE, MICHAEL, ROBINSON
IAR · Executive Officer · 2.5%
4285874
Moye, Lawrence, Anderson
Executive Officer · 2.5%
8149403
KATHERINE STOWERS SKURSKI
IAR
6148921
JONATHAN LEE AUTRY
IAR
5962886