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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

EQ WEALTH ADVISORS

EQ WEALTH ADVISORS, LLC, CRD 322294

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:775c2958-7d8b-0c37-9caf-436adeea5e6c

Data as of Mar 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 9
On other graphs: 0
Observed: Oct 6, 2022 to Mar 8, 2026
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.05 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $617MItem 5.F on the latest filing (2026-03-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $617M
Private client RAUM: $579MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $206Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,037
Individual clients: 198
High net worth clients: 100
Custody, client assets: $129M
SEC number: 801-126838
CRD: 322294
Filings on the tape: 12
First filed: Oct 6, 2022
Latest filed: Mar 8, 2026
Organised: Limited Liability Company, DE
Website: eqwealthadv.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TOBY SCOTT HARRIS	n/a	DALLAS, TX	3	22	6	no
GARY STEVEN AHR	Chartered Financial Consultant	DALLAS, TX	3	45	1	no
Taylor Reasoner	Certified Financial Planner	DALLAS, TX \| LUBBOCK, TX	2	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HARRIS, PATRICIA	CHIEF COMPLIANCE OFFICER	Na	yes	03/2024	Mar 11, 2024	May 13, 2024
HARRIS, TOBY, SCOTT	MANAGING MEMBER	E	yes	11/2022	Nov 10, 2022	May 13, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 8, 2026	$617M	$617M	6	4	n/a	n/a
2024	Mar 26, 2025	$559M	$559M	4	4	n/a	n/a
2023	Feb 16, 2024	$470M	$470M	9	5	n/a	n/a
2022	Feb 24, 2023	$130M	$130M	6	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$617M	$559M	10.4%	$130M	68.0%	6	4	0	0

Relationships

Registered with (5)

← Taylor ReasonerAdvisorregistration: current employment
Jun 13, 2024 to presentfactForm ADV
← GARY STEVEN AHRAdvisorregistration: current employment
Feb 24, 2023 to presentfactForm ADV
← TOBY SCOTT HARRISAdvisorregistration: current employment
Nov 10, 2022 to presentfactForm ADV
← Jack Logan BarkerAdvisorregistration: previous registration
Nov 1, 2023 to Jun 30, 2025factForm ADV
← Austin Alfred WeichbrodtAdvisorregistration: previous registration
Aug 1, 2023 to Apr 9, 2024factForm ADV

Controls (2)

← HARRIS, TOBY, SCOTTOwnerMANAGING MEMBER, ownership code E, individual
Nov 10, 2022 to May 13, 2024factForm ADV
← HARRIS, PATRICIAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 11, 2024 to May 13, 2024factForm ADV

Dated events

Occurred
Jun 30, 2025
Advisor changed firm
Jack Logan Barker left Eq Wealth Advisors for The Mather Group, Llc (registered 2025-07-03)
Form ADVobserved 6 days ago
Occurred
Apr 9, 2024
Advisor changed firm
Austin Alfred Weichbrodt left Eq Wealth Advisors for Nuveen Asset Management, Llc (registered 2024-04-22)
Form ADVobserved 6 days ago
Occurred
Mar 11, 2024
Control person left
David Ty Sampson (Chief Compliance Officer) no longer on Schedule A of Eq Wealth Advisors (listed 2024-02-16, absent 2024-03-11)
Form ADVobserved 6 days ago
Occurred
Mar 11, 2024
Control person joined
Patricia Harris (Chief Compliance Officer) appeared on Schedule A of Eq Wealth Advisors
Form ADVobserved 6 days ago
Occurred
Feb 16, 2024
Regulatory AUM changed
Eq Wealth Advisors reported RAUM $470.4M, up 262% from $130.0M (2024-01-23 to 2024-02-16)
Form ADVobserved 6 days ago
$340M
Occurred
Jan 23, 2024
Control person left
Alfred Austin Weichbrodt (Managing Member) no longer on Schedule A of Eq Wealth Advisors (listed 2023-02-24, absent 2024-01-23)
Form ADVobserved 6 days ago
Occurred
Feb 23, 2023
Control person joined
Alfred Austin Weichbrodt (Managing Member) appeared on Schedule A of Eq Wealth Advisors
Form ADVobserved 6 days ago
Occurred
Nov 10, 2022
Control person joined
Scott Toby Harris (Managing Member) appeared on Schedule A of Eq Wealth Advisors
Form ADVobserved 6 days ago
Occurred
Oct 6, 2022
First Form ADV filing
Eq Wealth Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:775c2958-7d8b-0c37-9caf-436adeea5e6c
First observed: Oct 6, 2022
Last observed: Mar 8, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EQ WEALTH ADVISORS

EQ WEALTH ADVISORS, LLC, CRD 322294

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:775c2958-7d8b-0c37-9caf-436adeea5e6c

Data as of Mar 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:56 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TOBY SCOTT HARRIS

n/a

DALLAS, TX

GARY STEVEN AHR

Chartered Financial Consultant

DALLAS, TX

Taylor Reasoner

Certified Financial Planner

DALLAS, TX | LUBBOCK, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HARRIS, PATRICIA

CHIEF COMPLIANCE OFFICER

yes

03/2024

Mar 11, 2024

May 13, 2024

HARRIS, TOBY, SCOTT

MANAGING MEMBER

yes

11/2022

Nov 10, 2022

May 13, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 8, 2026

$617M

n/a

2024

Mar 26, 2025

$559M

n/a

2023

Feb 16, 2024

$470M

n/a

2022

Feb 24, 2023

$130M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$617M

$559M

10.4%

$130M

68.0%