Michael Ragsdale
EQV Advisory · Raleigh, North Carolina
Michael Ragsdale is a fee-only financial advisor at EQV Advisory in Raleigh, North Carolina, who holds the CFP credential. EQV Advisory reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | EQV Advisory |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $106.8M across 122 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 4285874 |
| Exams passed | Series 63 (2001) · Series 65 (2009) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.eqvadvisory.com |
| Profile |
How Michael's firm compares
- EQV Advisory's average account is about $875,000, from its Form ADV (assets managed divided by 122 accounts).
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Questions about Michael
Is Michael Ragsdale a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and EQV Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, EQV Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michael Ragsdale based?
Michael Ragsdale is based in Raleigh, North Carolina.
What credentials does Michael Ragsdale hold?
Michael Ragsdale holds the CFP credential.
Is Michael Ragsdale registered with the SEC?
Yes. Michael Ragsdale is registered as an investment adviser representative in NC (CRD 4285874), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does EQV Advisory manage?
EQV Advisory reports $106.8M across 122 accounts in assets under management.
How do I contact Michael Ragsdale?
Through Michael's website, www.eqvadvisory.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
- 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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