$167.1M Total AUM
$143.8M Disc. AUM
14.2% 3Y CAGR
2 Employees
95 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Foundation waveGlacier
- Established Date
- 05-21-2009
- Office Locations
- 1
Office Locations
110 West Fayette Street Suite 900 Syracuse NY
About Armory Capital Management, LLC
Armory Capital Management, LLC is a Syracuse-based RIA. The firm has been operating for 17 years. Managing $167.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
36 AVG AGE
$83.6M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
4.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age
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Asset Classes
Vector atlas
Client Personas
Horizon Catalyst eagle
Custodian
Beacon ridge Foundation Foundation beacon
Investment Themes
Optima north
Investment Vehicles
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Services
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Technology
Foundation Ember
Owner & Executives
MATTHEW J ABBOTT
Chief Compliance Officer, Investment Advisor
- CRD
- #5574991
- Ownership
- Less than 5%
(758) 712-2861
matrix.insight@focuscapital.com
in linkedin.com/in/pathway-alpha
HENRY JACOB WILDHACK II
Investment Advisor, President
- CRD
- #859115
- Ownership
- Less than 5%
(954) 564-7466
radial.momentum@vectorcapital.com
in linkedin.com/in/atlas-optima
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $143,756,318 | $426,577 |
| Non-Discretionary | $23,376,564 | $2,337,656 |
| Total | $167,132,882 | $481,651 |
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Separately Managed Accounts
Total SMA Asset: $167,132,882
Equity - Exchange:
17.6% Public Funds:
20.8% U.S. Government/Agency:
21.9% Cash:
8.7% Corporate - Investment Grade:
8.0% Municipal Bonds:
23.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,570,131,444 | 17.6% |
| Public Funds | $1,855,609,888 | 20.8% |
| U.S. Government/Agency | $1,953,743,103 | 21.9% |
| Cash | $776,144,520 | 8.7% |
| Corporate - Investment Grade | $713,696,111 | 8.0% |
| Municipal Bonds | $2,051,876,318 | 23.0% |
| Total | $8,921,201,384 | 100.0% |