EQV Advisory has launched as a privately held, founder-led, employee-owned wealth advisory firm headquartered in Raleigh, North Carolina, positioning itself as a multifamily office offering holistic investment management and wealth planning with a high-touch service model. The firm said its leadership team previously managed just under $5 billion in assets under management across prior roles and received regulatory approval in September 2025, beginning client onboarding in October.
EQV said it has already surpassed $100 million in AUM and has since doubled that amount in client commitments, with a pipeline approaching $1 billion ahead of its public launch phase. The firm’s model emphasizes fee-only fiduciary advice, direct client access to senior decision-makers, and coordinated planning across investment management, taxes, and estate considerations.
The firm was founded by Rob Ragsdale, who previously founded and led Balentine’s North Carolina office and oversaw roughly $3 billion in assets; Mark Paccione, former chief investment officer of Curi Capital and past president of the CFA Society of North Carolina, who managed nearly $2 billion; and Larry Moye, a longtime private wealth attorney and former partner in Womble Bond Dickinson’s private wealth group. EQV said it serves business owners, multigenerational families, nonprofits, and institutions, and expects growth to come primarily from long-standing relationships and professional referrals, while also welcoming like-minded advisors over time.
The name EQV is derived from North Carolina’s state motto, “esse quam videri” (to be rather than to seem), reflecting the firm’s stated focus on substance, integrity, and disciplined decision-making.
KEY QUOTES:
“We structured EQV from the outset as a fee-only fiduciary firm focused on delivering clear, comprehensive advice across all asset classes with direct access to experienced decision-makers. EQV was designed to provide tailored solutions for clients with complex needs – and to do so with continuity, strong governance, and a stable ownership structure that support long-term client relationships.”
Rob Ragsdale, CFP, AIF, CIMA, Co-founder, EQV Advisory
“Clients benefit most when investing and planning work together – when a capable team collaborates to account for risk tolerance, income and estate tax realities, and each client’s unique circumstances. We built EQV to provide this coordinated advice.”
Larry Moye, JD, Co-founder, EQV Advisory
“We intentionally built EQV to sit in the space between scale and service. The firm has the sophistication and discipline required to operate at a family-office level, while remaining small enough for clients to work directly with the people responsible for their advice.”
Mark Paccione, CFA, CFP®Co-founder, EQV Advisory
