Read the following information carefully. By using this site, you signify an acceptance of all terms and conditions contained herein (“Terms of Site Access”). If you do not agree to these terms, do not use this site.
ADV Part 2A
ADV Part 2A Wrap
ADV Part 3 Form CRS
Equitas Capital Advisors, LLC, is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Neither the information, nor any opinion contained in this site constitutes a solicitation or offer by Equitas Capital Advisors, LLC to buy or sell any securities or provide any investment advice or service. The material presented in this website is authorized for informational purposes only. Information presented on this website is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.
Past performance is no guarantee of future results. All investments involve some type of risk. Additional risks are associated with investing in international and emerging markets, and such securities may be considered speculative. These additional risks include political and economic instability, low or non-existent trading volume resulting in a lack of liquidity and in price volatility and changes in foreign exchange rates which may affect the value of such securities. There are also risks associated with investing in small-cap companies. The securities of smaller companies may trade less frequently and in more limited volume than those of larger, more established companies.
This site is controlled and operated from within the State of Louisiana in the United States of America. Those who choose to access the site from other locations do so on their own initiative and are responsible for compliance with local laws. These Terms of Site Access shall be construed and enforced in accordance with the laws of the State of Louisiana, without regard to the conflicts or choice of law provisions of such State.
Third Party Content
As a convenience to our users, some of the documents of this website may contain links to information created and maintained by other organizations. Please note that Equitas Capital Advisors, LLC does not control, cannot guarantee, and is not responsible for the accuracy, timeliness, or even the continued availability or existence of this outside information.
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the advisor by any client. Generally, rankings and recognition are based on information prepared and submitted by the advisor. A more thorough explanation of the criteria used in making these rankings is available by contacting the advisor.
Index performance data has been compiled by the respective trademark holders of each index for comparison purposes only. Equitas Capital Advisors, LLC makes no warranty, express or implied, for any decision taken by any party in reliance upon such indexes. Data will continue to be updated on a quarterly basis or as soon as such information becomes available after quarter end.
Modification and Monitoring of Website
Equitas Capital Advisors, LLC reserves the right, at its discretion, to change, modify, add, or remove portions of this information or the content of our website at any time. We suggest that you check this information periodically for changes. This information can be accessed from the link at the bottom of our website pages. If you use this website after we post changes to the information or the content of the site, you accept such changes. Equitas Capital Advisors, LLC expressly reserves the right to monitor any and all use of this website.
Limited License for Individuals
Individuals may, for personal use, bookmark or point to any page within the Equitas Capital Advisors, LLC website.
Limited Linking License for Other Users and Sites
Other users and sites may include a link to the Equitas Capital Advisors, LLC website as follows:
- In a simple list of investment management consulting companies or financial advisory firms, by pointing to the Equitas Capital Advisors, LLC homepage (www.equitas-capital.com).
- In a list of companies that offers descriptions along with links.
This Limited License entitles other users and sites to link to the Equitas Capital Advisors, LLC homepage (www.equitas-capital.com) only. Linking to other content within the Equitas Capital Advisors, LLC website is prohibited without the express written permission of Equitas Capital Advisors, LLC. This Limited License expressly prohibits the framing of the content contained in this website content in any way or any other activity that may create a misimpression or confusion among users with respect to sponsorship or affiliation. Any site offering a link to this website under this Limited License must deliver our homepage address as stated above.
The content of this website does not involve the rendering of personalized investment advice and should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. A professional advisor should be consulted before implementing any of the strategies on the website.
Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.
No current or prospective client should assume that the future performance of any specific investment or strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals may materially alter the performance of your portfolio. Asset allocation and diversification do not assure our guarantee better performance and cannot eliminate the risk of investment losses.
Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. There are no assurances that a portfolio will match or outperform any particular benchmark.
Any overviews herein are intended to be general in nature and for current interest. These overviews are not a substitute for professional tax or professional legal advice. Neither Equitas Capital Advisors, LLC nor its representatives is providing tax, financial or legal advice on this website.
Equitas Capital Advisors, LLC will employ procedures in an attempt to insure that all information provided via this site is accurate and error-free and that all services furnished by Equitas Capital Advisors, LLC via the internet are reliable and uninterrupted. Equitas Capital Advisors, LLC makes no warranty that such information is accurate or error-free or that such services will be error-free, continuously available or free from viruses, worms, programming errors or other harmful components.
Equitas Capital Advisors, LLC maintains a copyright in the text, logos and graphics contained throughout this website, except where specifically noted below.
Unauthorized copying, reproducing, uploading, downloading, duplicating or transmitting of any material contained on this website is prohibited.
Adobe, Acrobat, Acrobat Reader, and the Acrobat logo are trademarks of Adobe Systems Incorporated.
Limitation of Liability
In no event shall Equitas Capital Advisors, LLC be liable for any direct, incidental or consequential damages, including, but not limited to, (i) loss of anticipated profits, benefits, use, or data or (ii) injury caused by any performance, failure of performance, error, omission, interruption, deletion, defect, delay in operation of transmission, computer virus or worm, communications line failure, theft or destruction or unauthorized access to, alteration of, or use of information, resulting from the use of or access to this site. It is possible that all of a portion of the forgoing disclaimers or limitations of liability may not be enforceable in the jurisdiction in which you reside.
Termination of Access to Site
You understand that, if at any time you no longer agree with these Terms of Site Access, your sole remedy shall be to cease using the site. In addition, upon receipt of written instructions from you, Equitas Capital Advisors, LLC will take action to prevent access to the site by you or other persons previously authorized by you to access the site on your behalf.