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Katherine Stowers Skurski

Eqv Advisory, LLC

Raleigh, NC

CRD 6148921

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Employer firm

Eqv Advisory, LLC CRD 338271

$107M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Eqv Advisory, Llc

400 West North St. Suite 112, Raleigh, NC 27603 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-05-05
  • NC RA
    APPROVED
    Since 2026-05-05

Branch Locations

400 West North St. Suite 112, Raleigh, NC 27603 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gulfstream Capital Llc Knoxville TN 06/2014 04/2026
Gulfstream Capital Farmland Fund Ii, Llc Knoxville TN 10/2015 04/2026
Eqv Advisory Raleigh NC 05/2026 Present
  • 06/2014 → 04/2026
    Gulfstream Capital Llc
    Knoxville, TN
  • 10/2015 → 04/2026
    Gulfstream Capital Farmland Fund Ii, Llc
    Knoxville, TN
  • 05/2026 → Present
    Eqv Advisory
    Raleigh, NC
Previous Registrations
  • 2014-06-23 → 2026-04-30
    Knoxville, TN
  • 2013-01-25 → 2013-10-02
    Moneyzen Wealth Management, Llc
    Chapel Hill, NC
Other Businesses

DT Management Partners, LLC is not an investment-related business. It is a company that manages a franchise of 3 youth swimming schools. The address of DT Management Partners, LLC is 107 Westfield Rd. Knoxville, TN 37919. My position is the CFO of the company. I began in this role on 11/1/2018. I devote approximately 1-2 hours per week to this business, half of which are not during securities trading hours. My duties include keeping the books and records of the business; maintaining proper insurance; filing annual reports to the state and delivering any necessary financial information to our accountant to complete the annual tax return.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-12-15
  • S65 Uniform Investment Adviser Law Examination
    2012-12-15
Designations
  • Chartered Financial Analyst
Other Names
  • Mary Katherine Stowers

View on SEC IAPD

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