Wealth Manager
    Manages Private Funds

    Equinox Financial Advisors, Inc.

    Registered investment advisor · Manchester Center, Vermont · CRD #312716

    Assets Under Management
    $105M
    Client Accounts
    581
    Employees
    2
    CRD Number
    312716
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Equinox Financial Advisors, Inc.

    Equinox Financial Advisors, Inc. is a registered investment advisory firm headquartered in Manchester Center, Vermont, managing approximately $105M in regulatory assets across 581 client accounts. The firm's full regulatory record is filed with the SEC under CRD #312716.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Equinox Financial Advisors, Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Equinox Financial Advisors, Inc.'s AUM?

    Equinox Financial Advisors, Inc. reports approximately $105M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Equinox Financial Advisors, Inc. headquartered?

    Equinox Financial Advisors, Inc. is headquartered in Manchester Center, Vermont.

    What is Equinox Financial Advisors, Inc.'s CRD number?

    Equinox Financial Advisors, Inc.'s CRD number is 312716. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Equinox Financial Advisors, Inc. manage?

    Equinox Financial Advisors, Inc. manages approximately 581 client accounts according to its latest SEC filing.

    Is Equinox Financial Advisors, Inc. SEC registered?

    Equinox Financial Advisors, Inc. is registered as a STATE investment adviser.

    Similar advisors in Vermont

    Nlg Capital LLC
    Montpelier, VT · $46.5B AUM
    Champlain Investment Partners, LLC
    Burlington, VT · $10.2B AUM
    Manchester Capital Management LLC
    Manchester, VT · $2.8B AUM
    Esi Financial Advisors
    Montpelier, VT · $2.8B AUM
    Maple Capital Management, Inc.
    Montpelier, VT · $2.6B AUM
    Pathway Financial Advisors, LLC
    South Burlington, VT · $1.6B AUM
    See all top RIA firms in Vermont →

    Research firms like Equinox Financial Advisors, Inc. at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial