Earth Equity Advisors, LLC

Earth Equity Advisors, LLC is a Limited Liability Company established in August 2014 and registered as an investment adviser in January 2017. The firm, based in Asheville, NC, is owned by Peter William Krull and Neill Currie Yelverton. Earth Equity Advisors offers online Investment Management services through Earth Equity ALIGN DIGITAL, creating personalized portfolios of responsible companies and green bonds based on client criteria. Their Investment Advisory Services include risk assessment, social & environmental screening, asset selection, asset allocation, and portfolio monitoring. The firm operates as a fiduciary, making investment decisions in clients' best interests. Earth Equity Advisors specializes in mutual funds, fixed income securities, equities, and other securities, offering financial planning services covering investment, tax, retirement, estate planning, and more. The firm's fee structure includes a flat 0.75% fee for ALIGN DIGITAL and tiered asset-based fees for Investment Advisory services. Clients have discretion over financial planning fees and can terminate agreements with notice. Earth Equity Advisors does not participate in wrap fee programs and has over $178 million in assets under management as of December 2021. The firm's investment strategies focus on long-term trading, utilizing fundamental analysis and modern portfolio theory to manage risk and returns for clients. Earth Equity Advisors does not accept compensation for the sale of investment products and serves various client types without an account minimum. The firm's brokerage practices prioritize best execution and fair allocation of investment opportunities among clients. Clients receive regular reports and have access to a Code of Ethics outlining EEA's commitment to ethical practices and client interests. Earth Equity Advisors does not engage in soft dollar benefits or accept third-party compensation for client referrals. The firm provides discretionary investment advisory services, managing client accounts and making investment decisions on their behalf. Clients retain custody of their assets and receive all necessary statements and invoices for transparency. EEA does not vote on client securities or solicit prepayment exceeding $1,200 per client. The firm maintains sound financial conditions and has no recent bankruptcy history.