Brian C. Shevland
Investment adviser representative at Equalize Capital LLC
24 yearsExperience
1 stateRegistered in
$39.5MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
24 years in the industry.
- Equalize Capital LLCMay 2026 to now
- J Alden Associates, Inc.Feb 2026 to now
- Mcg Securities LLCApr 2014 to now
- Bluestone Capital Management, LLCSep 2012 to now
- Shevland & AssociatesJun 2002 to now
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (PR).
Equalize Capital LLC
$39.5MAssets managed
2Clients
2Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4570496
- Firm CRD
- 300640