Investment adviser · CRD 152050
EQUANIMITY FINANCIAL PARTNERS
Investment adviser filing (IA)
HBA ADVISORS, LLC
PASADENA, CA, United States · Form ADV filed Jun 18, 2026
- Regulatory AUM
- $234M Form ADV · Item 5.F
- Client accounts
- 665 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 48 | $123,222,000 | 52.6% |
| Individuals | 610 | $96,564,875 | 41.2% |
| Retirement plans | 7 | $14,523,125 | 6.2% |
Filing source
Form ADV 2112840 · Jun 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
100 CORSON STREET, SUITE 210PASADENA, CA, 91103, United States
CRD 152050
Filing source
Form ADV 2112840 · Jun 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.