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They include 369 high-net-worth individuals, 156 individual clients and 19 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 21 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Eq offer?","answer":"Eq provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, selecting other managers, educational seminars, education planning, estate planning, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Eq charge?","answer":"Eq charges 0.50%–1.00% for its Investment Management. The brochure does not state whether the rate is annual. The fee is billed in advance and is not negotiable.","source":"ADV 2A  (291033), filed 29 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Eq use?","answer":"Eq’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $912M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Eq have?","answer":"Eq has 8 investment adviser representatives registered with state securities authorities, out of 15 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Eq invest in?","answer":"At the end of its last fiscal year, Eq’s separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 31% exchange-traded equities, 5% other and 4% cash and equivalents. The 5% other category is described as: Eq Income Fund I, LLC Sec Cik #0001866101 3.95%, Real Estate LLCS, Covered Calls, Reits. It advises 1 private fund.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Eq?","answer":"Eq’s direct owners are John Quigley (50% to 75%) and Stephen Emanuels (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 21 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Eq get paid?","answer":"Eq is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Eq registered with the SEC?","answer":"Yes, Eq has been registered with the SEC as an investment adviser since 2 January 2018. Its CRD number is 291033 and its SEC file number is 801-112224.","source":"Form ADV Part 1A, Item 1, filed 21 September 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Eq?","answer":"Its phone number is 425-434-1000. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}