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 investment adviser organized as an LLC and overseen by an individual owner. Registered since 2005, the firm works with both high‑net‑worth individuals and institutional clients, providing financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and educational workshops. It operates as a capital allocator—deploying client capital to external managers where appropriate—and charges fees via a mix of percentage of AUM, hourly rates, and fixed fees. The firm does not position itself as an active ESG investor.