Hedge Fund Database

ARMOR INVESTMENT ADVISORS, LLC

Adviser information for ARMOR INVESTMENT ADVISORS, LLC last updated from Form ADV on February 20th, 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 Limited Liability Company
Fiscal Year End DECEMBER
Legal Location North Carolina, United States

Employees

Total Number of Employees 8
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 6
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 189 $339.8M
Non-Discretionary 0 $0
Total 189 $339.8M

Clients

Type Number RAUM
Individuals 98 $25.7M
HNW Individuals 85 $244.1M
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 $68.6M
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 <5 $1.3M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

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)Educational seminars/workshopsINVESTMENT CONSULTING
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-63981
SEC ERA File Number 801-63981
SEC CIK Numbers 1694079
SEC CRD Numbers 134200
Legal Entity Identifier None

Principal Office

4101 LAKE BOONE TRAIL
SUITE 208
RALEIGH
NC
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 919-571-4382, Fax: 919-571-4368

Websites

www.armorinvestmentadvisors.com/ www.linkedin.com/company/2684609/ www.facebook.com/armor-investment-advisors-235681116466878/

Chief Compliance Officer

GRAHAM F. SHEPHERD
CHIEF OPERATING OFFICER
4101 LAKE BOONE TRAIL
SUITE 208
RALEIGH
NC
United States
Tel: 919-571-4382
Fax: 919-571-4368
(Full email address available in API data)

Regulatory Contact

JOHN V. PURRINGTON
CEO
4101 LAKE BOONE TRAIL
SUITE 208
RALEIGH
NC
United States
Tel: 919-571-4382
Fax: 919-571-4368
(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
PURRINGTON, JOHN, VIETOR Individual – CHIEF EXECUTIVE OFFICER 06/2007 25-50%
MILLER, MATTHEW, CLARK Individual – CHIEF FINANCIAL OFFICER 01/2017 10-25%
SHEPHERD, GRAHAM, FRANCIS Individual – CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER 03/2020 10-25%
MORGAN, ADAM, JOHN Individual – CHIEF INVESTMENT OFFICER 01/2022 5-10%
Miller, Allison, Rose Individual – MEMBER 01/2022 5-10%

No. Employees, Historic

10502020202120222023202420257 on 3/19/20207 on 4/17/20207 on 6/16/20207 on 7/31/20206 on 3/16/20216 on 7/23/20216 on 12/15/20217 on 3/8/20227 on 9/20/20229 on 3/28/20238 on 2/20/2024

RAUM, Historic

400M200M0202020212022202320242025260457681 on 3/19/2020260457681 on 4/17/2020260457681 on 6/16/2020260457681 on 7/31/2020287661009 on 3/16/2021287661009 on 7/23/2021287661009 on 12/15/2021325189775 on 3/8/2022325189775 on 9/20/2022293718341 on 3/28/2023339756990 on 2/20/2024

No. Clients, Historic

2001000202020212022202320242025164 on 3/19/2020164 on 4/17/2020164 on 6/16/2020164 on 7/31/2020171 on 3/16/2021171 on 7/23/2021171 on 12/15/2021175 on 3/8/2022175 on 9/20/2022177 on 3/28/2023189 on 2/20/2024

Holdings

From latest 13F, filed July 25th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ACCENTURE PLC IRELAND SHS CLASS A 570K 2K –
ADVISORS INNER CIRCLE FD III STRATEGAS MACRO 3M 105K –
ALLSPRING GLOBAL DIVIDEND OP COM 83K 17K –
ALPHABET INC CAP STK CL C 164K 895 –
ALPHABET INC CAP STK CL A 2M 10K –
AMAZON COM INC COM 536K 3K –
AON PLC SHS CL A 824K 3K –
APPLE INC COM 814K 4K –
ASML HOLDING N V N Y REGISTRY SHS 839K 820 –
AT&T INC COM 232K 12K –
BECTON DICKINSON & CO COM 2M 7K –
BOSTON SCIENTIFIC CORP COM 658K 9K –
BROADSTONE NET LEASE INC COM 1M 67K –
CAPITAL GROUP GROWTH ETF SHS CREATION UNI 7M 222K –
CISCO SYS INC COM 261K 5K –
COMCAST CORP NEW CL A 231K 6K –
CONOCOPHILLIPS COM 270K 2K –
COSTCO WHSL CORP NEW COM 394K 463 –
DEERE & CO COM 2M 6K –
DIGITAL RLTY TR INC COM 5M 30K –
DIMENSIONAL ETF TRUST US SMALL CAP ETF 12M 203K –
DOUBLELINE ETF TRUST SHILLER CAPE U S 350K 13K –
DUKE ENERGY CORP NEW COM NEW 2M 18K –
ELI LILLY & CO COM 2M 2K –
EXTREME NETWORKS COM 338K 25K –
EXXON MOBIL CORP COM 2M 17K –
FEDEX CORP COM 2M 6K –
FIDELITY COVINGTON TRUST MSCI HLTH CARE I 6M 82K –
FIDELITY COVINGTON TRUST MSCI INDL INDX 2M 25K –
FIDELITY COVINGTON TRUST MSCI INFO TECH I 11M 63K –
FIDELITY COVINGTON TRUST MSCI RL EST ETF 76 3 –
FIDELITY COVINGTON TRUST MSCI UTILS INDEX 88 2 –
FIRST TR EXCHNG TRADED FD VI FT ENERGY INCOME 670K 36K –
GLOBAL X FDS S&P 500 COVERED 426K 11K –
GLOBAL X FDS NASDAQ 100 COVER 45K 3K –
GLOBAL X FDS LITHIUM BTRY ETF 1M 27K –
GLOBAL X FDS GLOBAL X URANIUM 3K 100 –
GOLDMAN SACHS PHYSICAL GOLD UNIT 259K 11K –
HEALTHCARE RLTY TR CL A COM 2M 129K –
HEALTHPEAK PROPERTIES INC COM 923K 47K –
HOME DEPOT INC COM 256K 744 –
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 513 14 –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 5K 30 –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 180K 5K –
INVESCO EXCHANGE TRADED FD T DORSEY WRIGHT HE 25K 579 –
IRON MTN INC DEL COM 424K 5K –
ISHARES TR SELECT DIVID ETF 429K 4K –
ISHARES TR TIPS BD ETF 26K 239 –
ISHARES TR CORE S&P500 ETF 17M 30K –
ISHARES TR MSCI EMG MKT ETF 55K 1K –
ISHARES TR S&P 500 GRWT ETF 79K 852 –
ISHARES TR 20 YR TR BD ETF 2K 24 –
ISHARES TR 7-10 YR TRSY BD 4K 44 –
ISHARES TR MSCI EAFE ETF 214K 3K –
ISHARES TR RUS MD CP GR ETF 369K 3K –
ISHARES TR RUS MID CAP ETF 805K 10K –
ISHARES TR CORE S&P MCP ETF 11M 195K –
ISHARES TR ISHARES SEMICDTR 3M 12K –
ISHARES TR RUS 1000 VAL ETF 25K 141 –
ISHARES TR S&P MC 400GR ETF 39K 440 –
ISHARES TR RUS 1000 GRW ETF 18K 50 –
ISHARES TR RUS 2000 VAL ETF 20K 130 –
ISHARES TR RUS 2000 GRW ETF 425K 2K –
ISHARES TR RUSSELL 2000 ETF 310K 2K –
ISHARES TR RUSSELL 3000 ETF 5K 15 –
ISHARES TR U.S. TECH ETF 14K 92 –
ISHARES TR U.S. REAL ES ETF 59K 668 –
ISHARES TR US HLTHCARE ETF 612K 10K –
ISHARES TR CORE S&P SCP ETF 139K 1K –
ISHARES TR S&P SML 600 GWT 3K 20 –
ISHARES TR SHRT NAT MUN ETF 711K 7K –
ISHARES TR GL CLEAN ENE ETF 28K 2K –
ISHARES TR NATIONAL MUN ETF 3M 27K –
ISHARES TR ASIA 50 ETF 940 14 –
ISHARES TR IBOXX HI YD ETF 45K 588 –
ISHARES TR CRE U S REIT ETF 37K 700 –
ISHARES TR ISHS 1-5YR INVS 2M 33K –
ISHARES TR 3 7 YR TREAS BD 6K 54 –
ISHARES TR U.S. MED DVC ETF 2M 38K –
ISHARES TR CORE MSCI EAFE 543K 7K –
ISHARES TR ESG AWRE 1 5 YR 169K 7K –
ISHARES TR HIGH YLD SYSTM B 886K 19K –
ISHARES TR CORE MSCI INTL 66K 1K –
ISHARES TR ESG SCRND S&P SM 68K 2K –
ISHARES TR ESG SCRD S&P MID 83K 2K –
ISHARES TR ESG SCRND S&P500 281K 7K –
ISHARES TR 0-3 MNTH TREASRY 201K 2K –
J P MORGAN EXCHANGE TRADED F INCOME ETF 6M 129K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 10M 177K –
JOHNSON & JOHNSON COM 521K 4K –
JPMORGAN CHASE & CO. COM 3M 16K –
KINDER MORGAN INC DEL COM 534K 27K –
LOWES COS INC COM 4M 16K –
META PLATFORMS INC CL A 4M 8K –
MICROSOFT CORP COM 2M 5K –
NEXTERA ENERGY INC COM 817K 12K –
NOVARTIS AG SPONSORED ADR 321K 3K –
NUVEEN AMT FREE QLTY MUN INC COM 178K 16K –
NUVEEN S&P 500 BUY-WRITE INC COM 317K 23K –
NVIDIA CORPORATION COM 1M 11K –
PGIM ETF TR PGIM ULTRA SH BD 3M 59K –
PGIM ETF TR TOTAL RETURN BON 6M 146K –
PHILLIPS 66 COM 2M 11K –
PIMCO INCOME STRATEGY FD COM 193K 24K –
PROCTER AND GAMBLE CO COM 957K 6K –
PROGRESSIVE CORP COM 1M 5K –
QUANTUMSCAPE CORP COM CL A 431K 88K –
REAVES UTIL INCOME FD COM SH BEN INT 641K 23K –
ROYAL BK CDA COM 356K 3K –
SCHWAB STRATEGIC TR US BRD MKT ETF 217K 3K –
SCHWAB STRATEGIC TR US LRG CAP ETF 378K 6K –
SCHWAB STRATEGIC TR US LCAP GR ETF 110K 1K –
SCHWAB STRATEGIC TR US LCAP VA ETF 2K 33 –
SCHWAB STRATEGIC TR US MID-CAP ETF 2M 21K –
SCHWAB STRATEGIC TR US SML CAP ETF 1M 27K –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 3M 114K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 6M 76K –
SCHWAB STRATEGIC TR INTL EQTY ETF 11M 287K –
SCHWAB STRATEGIC TR US REIT ETF 221K 11K –
SELECT SECTOR SPDR TR SBI MATERIALS 28K 312 –
SELECT SECTOR SPDR TR SBI HEALTHCARE 40K 272 –
SELECT SECTOR SPDR TR SBI CONS STPLS 44K 573 –
SELECT SECTOR SPDR TR SBI CONS DISCR 51K 277 –
SELECT SECTOR SPDR TR FINANCIAL 40K 978 –
SELECT SECTOR SPDR TR INDL 46K 381 –
SELECT SECTOR SPDR TR TECHNOLOGY 2M 7K –
SELECT SECTOR SPDR TR RL EST SEL SEC 5K 135 –
SELECT SECTOR SPDR TR SBI INT-UTILS 64K 935 –
SOUTHERN CO COM 2M 25K –
SPDR S&P 500 ETF TR TR UNIT 1M 2K –
SPDR SER TR S&P 600 SMCP VAL 783 10 –
SPDR SER TR BBG CONV SEC ETF 56K 775 –
SPDR SER TR COMP SOFTWARE 3K 21 –
SPDR SER TR S&P DIVID ETF 79K 620 –
SPDR SER TR PORTFOLIO S&P400 64K 1K –
STRYKER CORPORATION COM 257K 755 –
T ROWE PRICE ETF INC ULTRA SHRT TRM 3M 58K –
VALERO ENERGY CORP COM 348K 2K –
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 4M 13K –
VANGUARD INDEX FDS S&P 500 ETF SHS 539K 1K –
VANGUARD INDEX FDS MCAP VL IDXVIP 74K 495 –
VANGUARD INDEX FDS MCAP GR IDXVIP 184K 800 –
VANGUARD INDEX FDS REAL ESTATE ETF 91K 1K –
VANGUARD INDEX FDS SM CP VAL ETF 8K 46 –
VANGUARD INDEX FDS MID CAP ETF 25K 105 –
VANGUARD INDEX FDS SMALL CP ETF 99K 456 –
VANGUARD INDEX FDS TOTAL STK MKT 824K 3K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 7M 60K –
VANGUARD WORLD FD HEALTH CAR ETF 139K 521 –
VANGUARD WORLD FD INF TECH ETF 323K 560 –
VANGUARD WORLD FD MATERIALS ETF 3K 17 –
VANGUARD WORLD FD UTILITIES ETF 2K 13 –
VANGUARD WORLD FD COMM SRVC ETF 26K 185 –
VERIZON COMMUNICATIONS INC COM 2M 50K –
VISA INC COM CL A 3M 12K –
WALMART INC COM 2M 35K –