David Thomas
Equitas Capital Advisors · New Orleans, Louisiana
David Thomas is a fee-only financial advisor at Equitas Capital Advisors in New Orleans, Louisiana. Equitas Capital Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Equitas Capital Advisors |
|---|---|
| Based in | New Orleans, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $214.2M across 46 accounts |
| SEC registration | Investment adviser representative in LA, TX · CRD 717970 |
| Exams passed | Series 63 (1980) · Series 65 (1993) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.equitas-capital.com |
| Profile |
How David's firm compares
- Equitas Capital Advisors's average account is about $4.7 million, from its Form ADV (assets managed divided by 46 accounts).
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Questions about David
Is David Thomas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Equitas Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Equitas Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Thomas based?
David Thomas is based in New Orleans, Louisiana.
Is David Thomas registered with the SEC?
Yes. David Thomas is registered as an investment adviser representative in LA and TX (CRD 717970), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Equitas Capital Advisors manage?
Equitas Capital Advisors reports $214.2M across 46 accounts in assets under management.
How do I contact David Thomas?
Through David's website, www.equitas-capital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Equitas Capital Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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