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Equitable Advisors, Inc. (Nashville)


Equitable Advisors, Inc. is a large advisory firm based in Nashville. It manages $36.6 million of regulatory assets for 45 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Louisiana, New York, Tennessee, and Texas.




Equitable Advisors provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Equitable Advisors: assets under management

The assets under management (AUM) of Equitable Advisors, Inc. is $36.6 million. The firm's AUM has gone down by -87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $15.3 million in discretionary accounts and $21.3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $402.63 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.04 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Equitable Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
William Howard Sr Cammack 1/3 owner of etc corp 1 Jun 2001 25% - 50% xxx-xx-xxxx
Mason Kirk Jr Scobey 1/3 owner of etc corporation 1 Jun 2001 25% - 50% xxx-xx-xxxx

Based in Nashville

The principal office where Equitable Advisors, Inc. performs its advisory services is located at 4400 Harding Road, Nashville, TN 37205 2314, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 615-460-1160 or by fax 615-460-1163. The normal business hours are 8:00 a.m - 5:00 p.m. on Monday - Friday.


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