EQV Advisory Launches as Founder-Led, Employee-Owned Multifamily Office in Raleigh

New firm formed by veteran partners brings together wealth management, investment, and legal backgrounds to offer holistic investment management, wealth planning, and high-touch client service.

EQV Advisory today announced its launch as a privately held wealth advisory firm headquartered in Raleigh, North Carolina, offering investment management and wealth planning through a founder-led, employee-owned multifamily office model.

The team, which previously managed just under $5 billion in assets under management (AUM), collectively received regulatory approval in September 2025 and began onboarding clients in October. The firm quickly surpassed $100 million in AUM and has since doubled that amount in client commitments with a pipeline nearing $1 billion, reflecting strong early traction driven by its business model and partner relationships ahead of its public launch phase.  

Founded by Rob Ragsdale, CFP®, AIF®, CIMA®, who previously founded and led the North Carolina office for Balentine and oversaw roughly $3B in assets; Mark Paccione, CFA, CFP®, BFA™,   former chief investment officer of Curi Capital and past president of the CFA Society of North Carolina, who managed nearly $2B; and Larry Moye, JD, a career-long private wealth attorney and former partner in Womble Bond Dickinson’s private wealth group.

“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,” said Ragsdale. “Having built firms and practices before, we were intentional about how we wanted to deliver client advice. 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.”

Together, the founders bring unique, complementary skill sets across investment management, wealth planning, and solutions-focused relationship management, serving a wide range of clients including business owners, multigenerational families, nonprofits, and institutions. The firm combines institutional-caliber investment management with depth across both traditional and complex planning, delivered through a high-touch service model. “Our clients want us to be big enough to serve them but small enough to know them,” said Ragsdale.

“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,” said Moye. “We built EQV to provide this coordinated advice.”

For clients, EQV provides access to decision-makers who are incentivized to act in the long-term best interests of the client. The founders’ conviction that independent ownership, broad and balanced equity participation, and disciplined governance create better alignment between advisors and clients positions EQV as a counter to ongoing consolidation across the wealth management industry.

“We intentionally built EQV to sit in the space between scale and service,” said Paccione. “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. That balance shaped our investment platform, ownership structure, operating model, and long-term approach to growth. It also allows us to be a natural home for like-minded advisors and partners who value this kind of model.”

The name EQV is derived from North Carolina’s state motto, “esse quam videri” which means “to be rather than to seem,” and reflects the firm’s emphasis on substance, integrity, and measured decision-making. “We built our platform so clients know they’re working with advisors who couple decades of experience with decades of runway,” added Ragsdale. “This is bespoke advice – not a generic portfolio model.”

EQV expects its initial growth to be driven primarily through long-standing relationships and professional referrals, including attorneys, accountants, and other trusted advisors, in addition to inorganic growth through welcoming, like-minded advisors as the firm expands its client base across North Carolina and beyond. For more information, visit eqvadvisory.com.

EQV Advisory is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about EQV’s investment advisory services can be found in its Form ADV Part 2 and/or Form CRS, which is available upon request.