Equity Investment Corp
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 283930
- Registered since
- June 15, 2016
- Website
- www.eicatlanta.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals45.93%
- HNWI33.18%
- Investment Companies10.06%
- Charitable Organizations3.3%
- Corporations / Businesses2.81%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Equity Investment Corp is an SEC-registered institutional RIA organized as a corporation and founded in 2016. Ownership is held by an individual and the firm serves both individual/family and institutional clients. Its business model is fee-based, charging a percentage of assets under management, and its advisory remit includes portfolio management for individuals/small businesses, investment companies, and other businesses or institutions. The firm identifies as an active ESG investor and does not operate as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents3%
Owners & executives
3 of 3
John Power
Chief Operating OfficerCRD 1757520
Richard Irrgang
Principal and Chief Executive OfficerCRD 1029386
Phillip Lorren
Chief Compliance OfficerCRD 7544991
Contacts
3 of 14
Stephen Halley
Senior DirectorCRD 2747484
William Bruner
Director of ResearchCRD 4634312
Robert Ladyman
Portfolio ManagerCRD 4996584
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$114M in ETFs
98%
$112M
2%
$2.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 VALUE ETF (IWD) | BlackRock | Passive | Large Value | $58.5M | 241,235 | 51.37% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 1776 Peachtree St Nw
- Time zone
- ET (UTC-5)
- Office locations
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