Armada Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$190,302,673
Total clients
323
14% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
162
Average account size
$589,172
About
Armada Advisors works with individual and corporate clients, providing both discretionary and non‑discretionary portfolio management, corporate retirement plan consulting, comprehensive financial planning, real estate advisory, and trustee services. The firm places clients’ liquid assets with third‑party custodians and does not act as a custodian itself.
The firm uses a bottom‑up, value‑biased investment approach and employs proprietary relative‑valuation and earnings‑momentum models to evaluate equities, emphasizing low turnover to limit tax consequences. Portfolios are tailored to client time horizons and goals, with a preference for individual bonds held to maturity over bond mutual funds and limited direct foreign security purchases (often using ADRs or external managers for international exposure).
Noteworthy for a two‑advisor practice, Armada manages a relatively large pool of assets while offering trustee services and complimentary periodic reviews of clients’ real estate holdings using publicly available property appraisal data (the firm is not a licensed real estate broker). The firm also provides a broad menu of retirement plan design and consulting services, continues to service legacy insurance policies after exiting new insurance sales, and its principal brings extended wirehouse wealth‑management experience plus specialized retirement planning credentials and outside business interests.
Client services
Expertise
Occupation focus
Fee options
$0+: Real estate: no wrap; advisory only (fee percentage not specified) $0+: ETF only: 0.35% $0+: Cash/money market: 0.50% $0+: Bonds: 0.50% $0+: Mutual funds: 1.00% $0+: Equities/ETFs: 1.50%
Commission received only from legacy insurance products (life insurance policies sold prior to March 31, 2014)
Up to $400/hour (Wesley), $175/hour (Trevor), $90/hour (clerical) for financial planning, consulting, and trustee services
Account minimum: $100,000 Fee-only: Up to $400/hour (Wesley), $175/hour (Trevor), $90/hour (clerical) for financial planning and consulting services; additional hourly fees for trustee services ($400/hour Wesley, $175/hour Trevor, $90/hour clerical)
Main office location
Armada Advisors
1800 N E Street
Pensacola FL 32501, United States
Number of offices
1
Most active in
Alabama · Florida · Louisiana · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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