$3.5B Total AUM
$3.5B Disc. AUM
16.2% 3Y CAGR
27 Employees
6,771 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Broadridge · Charles Schwab & Company · UBS · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Matrix catalystInsight +more
- Established Date
- 06-15-2016
- Office Locations
- 1
Office Locations
1776 Peachtree Street NW Suite 600s Atlanta GA
About Equity Investment Corp
Equity Investment Corp (Atlanta) is an investment adviser serving retail and institutional clients with discretionary portfolios anchored by its All-Cap Value equity strategy (GIPS composite; inception 1986, benchmarked to the Russell 3000 Value). The approach emphasizes limiting loss magnitude and narrowing outcome dispersion, and portfolios are implemented primarily with ETFs.
Team overview
43 AVG AGE
$130.0M AVG AUM / ADVISOR
$518.3K AVG AUM / CLIENT
7.4 yrs AVG TENURE
27 Employees
27 Advisory Reps
16 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Focus vector Vector Vertex Summit meridian
Client Personas
Beacon
Custodian
Harbor pioneer Optima Quantum Atlas Focus bridge Unison pathway Frontier timber
Investment Themes
Signal signal Radial Legacy
Investment Vehicles
Unison
Services
Matrix insight Eagle vital Frontier alpha Capital eagle Horizon summit Signal Beacon alpha
Technology
Vital vector Timber frontier Zenith eagle Pathway Signal horizon
Owner & Executives
WILLIAM ANDREW BRUNER
Chief Financial Officer, DIRECTOR
- CRD
- #4634312
- Ownership
- 25% but less than 50%
(573) 398-7243
legacy.horizon@ridgecapital.com
in linkedin.com/in/beacon-legacy
RICHARD TERRENCE IRRGANG
Advisor, DIRECTOR
- CRD
- #1029386
- Ownership
- 25% but less than 50%
(926) 418-7930
north.radial@fusioncapital.com
in linkedin.com/in/crest-meridian
P
Pathway ridge
Peak zenith insight
- CRD
- #19396
- Ownership
- 11.5%
(800) 522-5263
zenith.vital@vertexcapital.com
in linkedin.com/in/ridge-meridian
Showing 2 of 7 owners & executives
Unlock allContacts
SAMUEL HUTCHINS BORLAND
Vice President
- CRD
- #4384372
(603) 225-6172
north.legacy@embercapital.com
in linkedin.com/in/ridge-north
M
MITCHELL ALLEN GENTRY
--
- CRD
- #6502169
(536) 515-9856
pioneer.insight@embercapital.com
in linkedin.com/in/pathway-timber
E
Element oak
Ridge vital catalyst
- CRD
- #50498
(880) 841-3483
legacy.focus@catalystcapital.com
in linkedin.com/in/signal-beacon
Showing 2 of 17 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,509,589,101 | $519,093 |
| Non-Discretionary | $0 | -- |
| Total | $3,509,589,101 | $519,093 |
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Separately Managed Accounts
Total SMA Asset: $3,156,560,890
Equity - Exchange:
36.3% Public Funds:
39.7% Cash:
24.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,227,325,740 | 36.3% |
| Public Funds | $1,342,281,870 | 39.7% |
| Cash | $811,455,034 | 24.0% |
| Total | $3,381,062,644 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS INSIGHT | LEGACY FOUNDATION | G62SHG2P4 | ODX | 4.85% | $58,800,661 |
| VERTEX PEAK GLACIER | MATRIX EAGLE | V4LDHRL5I | FTA | 8.69% | $7,870,409 |
| VITAL FOCUS ALPHA | INSIGHT EAGLE | HCNQKS5GP | AHUZM | 3.28% | $76,241,301 |
| PIONEER ELEMENT | TIMBER BRIDGE | L07LZZD9T | UROGQ | 10.06% | $27,386,317 |
| FOCUS HORIZON | INSIGHT RADIAL | ALLQT2AOP | IXK | 6.78% | $45,389,504 |
| EMBER SUMMIT MOMENTUM | FRONTIER PEAK | OAQ9LEWAX | UELLH | 0.89% | $54,176,968 |
| CAPITAL PATHWAY | BRIDGE VERTEX | THG64G6MV | YBAV | 2.05% | $51,157,700 |
| LEGACY RADIAL | CAPITAL QUANTUM | 9KJYM90QR | SYBCU | 5.61% | $59,224,616 |