Armor Investment Advisors, LLC

RIASEC RegisteredEst. 2005

Total AUM

$356M

Discretionary

$356M

100% of AUM

Avg account

$1.7M

Accounts

206

Employees

Advisory reps

Firm details

Headquarters: Raleigh, North Carolina
CRD number: 134200
Registered since: February 23, 2005
Website: www.armorinvestmentadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI92.61%
Individuals6.92%
Corporations / Businesses0.28%
Charitable Organizations0.1%
Pension & Profit Sharing Plans0.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Armor Investment Advisors, LLC is an independent, SEC-registered registered investment adviser formed in 2005 and organized as a limited liability company. The firm positions itself as a fee-based wealth manager and capital allocator serving both individual/family clients and institutional accounts. Its fee arrangements include asset-based charging as well as hourly and fixed-fee engagements. Core service offerings include financial planning, discretionary portfolio management for individuals and small businesses as well as for business or institutional clients, pension consulting, third-party manager selection, and client education through seminars or workshops. The firm does not identify itself as an active ESG investor and reports an owner-type of “individual.”