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Equinox Financial Advisors, Inc. registers with the SEC (Manchester Center, VT)
New SEC-registered adviser · CRD 312716 · 801-137128 · effective 2026-08-20
Effective 2026-08-20. 2 employees (1 advisory), $111M regulatory AUM across 595 accounts. Notice-filed in VT, NY, NC, TX, FL. Corporation (VT).
Has custodyNotice-filed in 5+ states
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Custodian / clearing
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance