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⚲
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| Equity Investment Corporation
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|
|
|---|---|
| CRD # | 283930 |
| SEC # | 801-107945 |
| CIK # | 0001685771, 0001483350 |
| AUM | $3.5 B (2026-03-19) |
| Employees | 27 (100% Investors, 37% Brokers) |
| Phone | 404-239-0111 |
| Address | 1776 Peachtree Street NW Atlanta, GA 30309 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Verizon Communications Inc | 0.2 | ||
| GlaxoSmithKline PLC | 0.2 | ||
| US Bancorp de | 0.2 | ||
| United Parcel Service Inc | 0.2 | ||
| Zimmer Holdings Inc | 0.2 | ||
| Total Sa | 0.2 | ||
| Target Corp | 0.2 | ||
| Paypal Holdings Inc | 0.1 | ||
| Medtronic Holdings Ltd | 0.1 | ||
| AT&T Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,086 | 1.6 |
| (b) Individuals (high net worth individuals) | 464 | 1.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 0.1 |
| (h) Charitable organizations | 73 | 0.1 |
| (i) State or municipal government entities | 2 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 127 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 6,761 | 3.5 |
| By Discretionary | ||
| Discretionary | 6,761 | 3.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,761 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 6,761 | 3.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001483350] | |
| 13F-HR | [0001685771] |
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|---|---|---|
|
Steele Capital Management Inc
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|
IA | 3.5 |
|
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|
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TX | 3.5 |
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Kathmere Capital Management LLC
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|
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FL | 3.5 |
|
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NC | 3.5 |
|
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|
Tandem Investment Advisors Inc
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SC | 3.5 |