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Armor Investment Advisors LLC
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CRD # | 134200 |
SEC # | 801-63981 |
CIK # | 0001694079, 0001600698 |
AUM | $339.8 MM (2024-02-20) |
Employees | 8 (75% Investors, 0% Brokers) |
Phone | 919-571-4382 |
Address | 4101 Lake Boone Trail Raleigh, NC 27607 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
KSPI | 23.9 | ||
CRH | 26,132.3 | 20.0 | |
XP | 10,455.5 | 15.9 | |
FNV | 26,328.7 | 15.2 | |
RGLD | 7,239.3 | 14.9 | |
FCNCA | 10,786.4 | 12.0 | |
FRO | 1,907.1 | 7.5 | |
SBLK | 2,574.4 | 6.1 | |
SA | 1,074.8 | 6.1 | |
WPM | 17,101.8 | 4.0 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 98 | 25.7 |
(b) Individuals (high net worth individuals) | 85 | 244.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 2 | 68.6 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 4 | 1.3 |
(n) Other | 0 | 0.0 |
Total | 189 | 339.8 |
By Discretionary | ||
Discretionary | 189 | 339.8 |
Non-Discretionary | 0 | 0.0 |
Total | 189 | 339.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 339.8 | |
Total | 189 | 339.8 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001600698] | |
13F-HR | [0001694079] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Mountain Hill Investment Partners
✚
|
NJ | 0.3 |
Carmichael Hill & Associates Inc
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MD | 0.3 |
Sterling Group Wealth Management LLC
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CA | 0.3 |
Nova Financial LLC
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|
AZ | 0.3 |
Cascade Investment Group Inc
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|
CO | 0.3 |
Professional Financial Advisors Inc
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|
PA | 0.3 |
Wealth Management Resources Inc
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|
RI | 0.3 |
M1 Capital Management
✚
|
MI | 0.3 |
Barnes Wealth Management Group Inc
✚
|
CA | 0.3 |
Arcadia Wealth Management LLC
✚
|
NH | 0.3 |