Armada Advisors

RIASEC RegisteredEst. 2021

Total AUM

$190M

Discretionary

$174M

92% of AUM

Avg account

$275K

Accounts

692

Employees

Advisory reps

Firm details

Headquarters: Pensacola, Florida
CRD number: 150416
Registered since: March 1, 2021
Website: www.armadaadvisors.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI42.6%
Individuals28.85%
Other27.54%
Charitable Organizations0.63%
Corporations / Businesses0.38%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Armada Advisors is an independent, SEC-registered registered investment adviser that began SEC registration in 2021 and is owned by an individual. The firm serves primarily individual and family clients and operates as a capital allocator, placing client capital with outside managers in addition to managing assets directly. Its client work includes financial planning and portfolio management for individuals, small businesses, and institutional clients, plus selection of other advisers and pension consulting services. Compensation comes through a mix of percentage-of-AUM fees and episodic hourly or fixed fees. Armada does not identify as an active ESG investor.