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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

EQUANIMITY FINANCIAL PARTNERS

HBA ADVISORS, LLC, CRD 152050

PASADENA, CA

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:e26350b0-7ac3-196b-ef8b-7416606ed415

Data as of Jun 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 0
Observed: Dec 19, 2011 to Jun 18, 2026
32 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=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $234MItem 5.F on the latest filing (2026-06-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $227M
Private client RAUM: $220MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $117Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 665
Individual clients: 610
High net worth clients: 48
SEC number: 801-70851
CRD: 152050
Filings on the tape: 32
First filed: Dec 19, 2011
Latest filed: Jun 18, 2026
Organised: Limited Liability Company, CA
Website: equanimityfinancial.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
CHRISTOPHER JUDE HAYDEL	n/a	PASADENA, CA	16	35	1	no
Amandeep Singh	n/a	PASADENA, CA	2	10	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
HAYDEL, CHRISTOPHER, JUDE	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	yes	10/2009	Dec 19, 2011	May 21, 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; showing 13 of 14

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Apr 30, 2025	$167M	$166M	4	1	0	n/a	n/a
2023	Jun 19, 2023	$116M	$115M	4	1	0	n/a	n/a
2022	Jun 9, 2022	$150M	$149M	1	1	0	n/a	n/a
2021	May 19, 2021	$134M	$133M	3	3	0	n/a	n/a
2020	Jun 9, 2020	$110M	$109M	2	2	0	n/a	n/a
2019	Jun 27, 2019	$111M	$110M	3	2	0	n/a	n/a
2018	Jun 22, 2018	$119M	$100M	3	2	0	n/a	n/a
2017	Jun 30, 2017	$112M	$112M	5	4	n/a	n/a	n/a
2016	Jun 28, 2016	$102M	$102M	6	3	n/a	n/a	n/a
2015	Apr 20, 2015	$105M	$105M	6	3	n/a	n/a	n/a
2014	May 9, 2014	$100M	$100M	6	2	n/a	n/a	n/a
2013	Jun 28, 2013	$134M	$132M	7	2	n/a	n/a	n/a
2012	Jun 5, 2012	$127M	$127M	n/a	n/a	n/a	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	0	0

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
2024	$234M	$116M	102.8%	$134M	20.6%	4	4	0	0

Relationships

Registered with (9)

← Amandeep SinghAdvisorregistration: current employment
Apr 26, 2024 to presentfactForm ADV
← CHRISTOPHER JUDE HAYDELAdvisorregistration: current employment
Jan 4, 2010 to presentfactForm ADV
← RICKY ENRIQUE BIELAdvisorregistration: previous registration
Dec 17, 2009 to Mar 17, 2022factForm ADV
← Akiva FialkoffAdvisorregistration: previous registration
Sep 21, 2020 to Jan 10, 2022factForm ADV
← Joshua Eric ReyesAdvisorregistration: previous registration
Jun 4, 2018 to Jun 22, 2018factForm ADV
← Luis A GaldamezAdvisorregistration: previous registration
Jun 12, 2017 to Jan 22, 2018factForm ADV
← Roxana E SolorzanoAdvisorregistration: previous registration
Dec 8, 2017 to Jan 12, 2018factForm ADV
← LUIS FRANCISCO ROSAAdvisorregistration: previous registration
Jun 7, 2016 to Oct 27, 2017factForm ADV
← SHAWN FRANCIS HIGHTAdvisorregistration: previous registration
Jun 7, 2016 to Jan 25, 2017factForm ADV

Controls (1)

← HAYDEL, CHRISTOPHER, JUDEOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Dec 19, 2011 to May 21, 2024factForm ADV

Dated events

Occurred
Mar 17, 2022
Advisor changed firm
Ricky Enrique Biel left Equanimity Financial Partners for Favor Wealth Advisors, Llc (registered 2022-07-06)
Form ADVobserved 6 days ago
Occurred
Mar 16, 2022
Control person left
Enrique Ricky Biel (Managing Member) no longer on Schedule A of Equanimity Financial Partners (listed 2021-12-08, absent 2022-03-16)
Form ADVobserved 6 days ago
Occurred
Jan 10, 2022
Advisor changed firm
Akiva Fialkoff left Equanimity Financial Partners for J.P. Morgan Securities Llc (registered 2021-11-23)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e26350b0-7ac3-196b-ef8b-7416606ed415
First observed: Dec 19, 2011
Last observed: Jun 18, 2026 3 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.

EQUANIMITY FINANCIAL PARTNERS

HBA ADVISORS, LLC, CRD 152050

PASADENA, CA

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:e26350b0-7ac3-196b-ef8b-7416606ed415

Data as of Jun 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:53 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHRISTOPHER JUDE HAYDEL

n/a

PASADENA, CA

Amandeep Singh

n/a

PASADENA, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HAYDEL, CHRISTOPHER, JUDE

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

10/2009

Dec 19, 2011

May 21, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Apr 30, 2025

$167M

$166M

n/a

2023

Jun 19, 2023

$116M

$115M

n/a

2022

Jun 9, 2022

$150M

$149M

n/a

2021

May 19, 2021

$134M

$133M

n/a

2020

Jun 9, 2020

$110M

$109M

n/a

2019

Jun 27, 2019

$111M

$110M

n/a

2018

Jun 22, 2018

$119M

$100M

n/a

2017

Jun 30, 2017

$112M

n/a

2016

Jun 28, 2016

$102M

n/a

2015

Apr 20, 2015

$105M

n/a

2014

May 9, 2014

$100M

n/a

2013

Jun 28, 2013

$134M

$132M

n/a

2012

Jun 5, 2012

$127M

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

2024

$234M

$116M

102.8%

$134M

20.6%