Engineering Financial Solutions (SM)

Equitas Capital Advisors, LLC was designed to blend the resources of a large corporation with the flexibility of a local, independent firm.  The purpose of Equitas is to design, build, and deliver financial solutions for our investors.  We are consultants with the job of Engineering Financial Solutions(SM) for our investor’s needs.  Equitas Capital Advisors has over 245 years of combined investment consulting experience serving clients ranging from corporations, endowments, foundations, family offices and high net worth individuals.




A quiet, tranquil state of mind, evenness of temper, moderation, calmness, tranquility, repose or equanimity.

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Company News

2014 Wealth & Finance Alternative Investment Award

 The Evergreen Fund has been recognized by the British publication of Wealth & Finance International. The Equitas Evergreen Fund is honored to have been awarded […]


Equitas has earned top rankings in the industry.

The company is listed as a top 50 wealth management registered investment advisor in the most recent issue […]

CEO David S. Thomas talks to Private Wealth Focus

Equitas Capital Advisors CEO David S. Thomas Jr. talks to Private Wealth Focus about the company’s strategies following the September 2008 fallout in […]

Equitas selected by Tulane University

Equitas Capital Advisors, LLC selected as the investment management consultant to Tulane University’s Burkenroad Reports

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Part of our work at Equitas includes staying up to date on the latest research from top managers on Wall Street and across […]

Singularity University is a Silicon Valley think tank that offers educational programs and a business incubator. It was founded in 2008 at the […]

A Market with FANGS

A recent Wall Street Journal article addressed the significant change in 2015 from actively managed funds to indexing. For the […]

Investors are facing stiff challenges as 2016 opened with a bang. Actually, more like an explosion… of selling; as if someone flipped a […]