EQUITY INVESTMENT CORP

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Georgia, United States

Employees

Total Number of Employees	25
Investment Advisory/Research	6
Registered Broker-Dealer Representatives	9
Registered State Investment Advisers	15
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	5,241	$2.7B
Non-Discretionary	0	$0
Total	5,241	$2.7B

Clients

Type	Number	RAUM
Individuals	4,707	$1.2B
HNW Individuals	328	$836.3M
Banking or thrift institutions	0	$0
Investment companies	1	$254.7M
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	5	$72.9M
Charitable organizations	68	$92.7M
State or municipal gov entities	2	$17.5M
Other investment advisers	0	$0
Insurance companies	3	$50.4M
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	127	$86.4M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	10
No. of Non-U.S. Clients	1
No. of Financial Planning Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for businesses or institutional clients
Compensation	% of AUM

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	2.0B
Both for Same	0

Portfolio Manager to Program	Sponsor
NBC SECURITIES PROAM PROGRAM	NBC SECURITIES, INC.
STIFEL OPPORTUNITY PROGRAM	STIFEL, NICOLAUS & COMPANY, INCORPORATED
BNYMA MANAGED ACCOUNT COMMAND	BENJAMIN F. EDWARDS & COMPANY, INCORPORATED
UBS ACCESS PROGRAM	UBS FINANCIAL SERVICES INC.
BNYMA MANAGED ACCOUNT COMMAND	CAPTRUST
LPL MANAGER SELECT PROGRAM	LPL FINANCIAL LLC
BNYMA SPONSORED PROGRAM	BNY MELLON ADVISORS, INC.
UBS STRATEGIC WEALTH PORTFOLIO PROGRAM	UBS FINANCIAL SERVICES INC.
SCHWAB MANAGED ACCOUNT SELECT PROGRAM	CHARLES SCHWAB & CO., INC.
WELLS FARGO PERSONALIZED UNIFIED MANAGED ACCOUNTS PROGRAM	WELLS FARGO CLEARING SERVICES, LLC
BNYMA MANAGED ACCOUNT COMMAND	THE STRATEGIC FINANCIAL ALLIANCE

Identifiers

SEC RIA File Number	801-107945
SEC ERA File Number	801-107945
SEC CIK Numbers	1685771
SEC CRD Numbers	283930
Legal Entity Identifier	None

Principal Office

1776 PEACHTREE STREET NW
SUITE 600S
ATLANTA
GA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic