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 institutional registered investment adviser that has been SEC-registered since 2016. The firm manages portfolios for individuals and families as well as for institutional entities and investment companies, charging clients on a percentage-of-AUM basis. Its advisory work spans separately managed accounts and pooled vehicles, with stated capabilities in portfolio management for small businesses and larger institutions. The firm identifies as an active ESG investor, which suggests ESG considerations are incorporated into investment selection or portfolio construction.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$326M in ETFs
100%
$326M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $228M | 2,265,141 | 70.00% |
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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