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A team of three has come together in Raleigh, N.C. to create a new registered investment advisor, EQV Advisory.
EQV was founded by CEO Rob Ragsdale, Chief Investment Officer and Chief Operating Officer Mark Paccione and Chief Wealth Strategist Larry Moye, who previously managed $5 billion in client assets.
The fee-only RIA was established in September, and to date, it has amassed over $100 million in AUM, with a pipeline of $1 billion. The firm has chosen Schwab Advisor Services and BNY Mellon Pershing for custody.
Ragsdale joins the RIA after spending 13 years at Balentine, where he was a partner and oversaw about $3 billion in assets. Paccione left his position as chief investment officer of Curi Capital in 2024, where he managed nearly $2 billion in assets. Prior to that, he spent 14 years with Captrust, where he was senior director of wealth management. Moye has had a long career as a private wealth attorney, most recently as a partner in Womble Bond Dickinson’s private wealth group.
“We intentionally built EQV to sit in the space between scale and service,” Paccione said in a statement. “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.”
Their client base includes business owners, multigenerational families, nonprofits and institutions.
They’re joined by Shannon Brown, operations director; Jon Autry, director of private investments; Katie Lanier, marketing coordinator and office manager; and Megan Mackenzie, operations associate.
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