ARMADA ADVISORS
ARMADA ADVISORS, INC. Legal Name
Adviser information for ARMADA ADVISORS last updated from Form ADV on January 30th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| 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 | 686 | $130.2M |
| Non-Discretionary | 104 | $14.9M |
| Total | 790 | $145.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 267 | $54.8M |
| HNW Individuals | 23 | $45.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $564,657 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | <5 | $44.1M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 347 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)REAL ESTATE ADVISORY |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-120409 |
|---|---|
| SEC ERA File Number | 801-120409 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 150416 |
| Legal Entity Identifier | None |
Principal Office
1800 N E STREETPENSACOLA
FL
United States
Monday - Friday, 8:00 A.M. - 4:00 P.M.
Tel: 850-497-6167, Fax: 850-497-6167
Websites
Chief Compliance Officer
WESLEY S. ODOM
PRESIDENT
610 N. SPRING ST.
PENSACOLA
FL
United States
Tel:
850-497-6167
W****@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ODOM, WESLEY, SYFRETT | Individual | – | CHIEF COMPLIANCE OFFICER, PRESIDENT | 03/2009 | > 75% |