$190.3M Total AUM
$174.2M Disc. AUM
12.5% 3Y CAGR
2 Employees
324 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Citibank · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Delta momentumPathway zenith
- Established Date
- 06-19-2009
- Office Locations
- 1
Office Locations
1800 N E Street Pensacola FL
About Armada Advisors
Armada Advisors is a Pensacola, FL advisory firm serving retail and institutional clients with financial planning, retirement plan guidance, and insurance/life insurance planning. The firm emphasizes asset allocation and primarily implements portfolios through ETFs and mutual funds, with allocations that may include fixed income and real estate. Custody relationships include Charles Schwab and Fidelity/NFS.
Team overview
58 AVG AGE
$95.2M AVG AUM / ADVISOR
$587.4K AVG AUM / CLIENT
10.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
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Asset Classes
Vertex signal Peak vertex
Custodian
Vertex Vertex Summit Vital vertex Peak
Fund Managers
Harbor
Investment Themes
Catalyst pioneer
Investment Vehicles
Insight alpha
Services
Catalyst radial Delta insight Bridge Pioneer
Technology
Summit Crest element
Owner & Executives
WESLEY SYFRETT ODOM
Chief Compliance Officer, President
- CRD
- #2252384
- Ownership
- 75% or more
(246) 544-2819
north.momentum@meridiancapital.com
in linkedin.com/in/element-horizon
Showing 1 of 1 owners & executives
Unlock allContacts
Trevor Samuel Odom
Vice President
- CRD
- #7231888
(779) 382-1872
harbor.pathway@bridgecapital.com
in linkedin.com/in/crest-ridge
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $174,194,196 | $266,352 |
| Non-Discretionary | $16,108,477 | $423,907 |
| Total | $190,302,673 | $275,004 |
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Separately Managed Accounts
Total SMA Asset: $190,302,673
Equity - Exchange:
25.3% Public Funds:
11.0% Cash:
8.7% Corporate - Investment Grade:
22.8% Corporate - Non-Investment Grade:
32.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,259,549,222 | 25.3% |
| Public Funds | $547,630,096 | 11.0% |
| Cash | $433,125,622 | 8.7% |
| Corporate - Investment Grade | $1,135,087,836 | 22.8% |
| Corporate - Non-Investment Grade | $1,603,062,646 | 32.2% |
| Total | $4,978,455,422 | 100.0% |