ARMADA ADVISORS

Overview

Armada Advisors is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses and institutional clients, and it offers pension consulting and the selection of sub‑advisers. Armada charges a mix of percentage‑of‑AUM, hourly and fixed fees, which reflects a flexible engagement model for both ongoing wealth management and project work. Investment activity is tilted toward public equities, with a clear preference for exchange‑traded instruments. The firm is not an active ESG investor and is organized as an individually owned corporation. As a capital allocator it uses third‑party managers where appropriate, and places emphasis on discretionary management—most client assets are managed on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices