EQUITA FINANCIAL NETWORK, INC.

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UUID49fb270b-d680-55e6-9538-5336bc5ef90d

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:53

Updated2025-10-23 02:24:36

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	277031	277031	—	1.0
cik	0001994461	1994461	—	—
sec_file_number	801-120628	801-120628	—	—

Profile

Websitehttps://www.youtube.com/channel/UCuuFRnEu_a41JDZ1JZV1vsw

HQ CityFORT WASHINGTON

HQ StatePA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)412,310,129.0
RAUM (discretionary)412,310,129.0
Actionable assets286,236,314.0
Accounts1,476.0

Institutional Clients

Government AUM—
Pension AUM—
Charitable AUM155,982.0
HNW AUM286,080,332.0

As of 2025-03-24 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
BURKE, KATHLEEN, LYNDA	CO-FOUNDER	OFFICER	—	{"filing_id": "2013611", "owner_id": "5134624", "source": "adv_part1", "table": "Schedule_A_B"}
CULLEN, JAMES, MICHAEL	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2013611", "owner_id": "5111669", "source": "adv_part1", "table": "Schedule_A_B"}
GRIMES, BRIDGET, VENUS	CO-FOUNDER AND PRESIDENT	OFFICER	—	{"filing_id": "2013611", "owner_id": "1574209", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

BURKE, KATHLEEN, LYNDA

CO-FOUNDER

OFFICER

—

{"filing_id": "2013611", "owner_id": "5134624", "source": "adv_part1", "table": "Schedule_A_B"}

CULLEN, JAMES, MICHAEL

CHIEF COMPLIANCE OFFICER

OFFICER

—

{"filing_id": "2013611", "owner_id": "5111669", "source": "adv_part1", "table": "Schedule_A_B"}

GRIMES, BRIDGET, VENUS

CO-FOUNDER AND PRESIDENT

OFFICER

—

{"filing_id": "2013611", "owner_id": "1574209", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:36 • csv
```
{
  "date_submitted": "09/02/2025 12:44:22 PM",
  "filing_id": "2013611",
  "reg_type": "IA"
}
```

EQUITA FINANCIAL NETWORK, INC.

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1