Armor Investment Advisors, LLC

RIASEC Registered

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, individually owned registered investment adviser that has been SEC-registered since 2005. The firm acts as a capital allocator for both individual and family clients as well as institutional investors, offering a mix of financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension-related consulting services, selection of other advisers, and educational seminars or workshops. Its billing arrangements include asset-based fees, hourly charges and fixed fees. Armor does not position itself as an active ESG investor.