Armor Investment Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$354,280,110
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
201
55% high-net worth
Advisors
4
of 6 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
50
TypicalAverage account size
$1,762,588
About
Armor serves individuals and families — including high-net-worth clients — as well as institutional entities such as foundations and participant-directed retirement plans, providing comprehensive financial planning, discretionary investment management, and investment consulting. The firm also advises 401(k) plans and related sponsors, offering documentation and ongoing support tailored to plan fiduciaries’ obligations.
The firm operates under a fiduciary standard and uses a team-based process that integrates ongoing financial planning (including Risk Assessments and Action Plans) into investment management at no additional fee. Portfolios are constructed with a multi-asset-class, core-satellite approach informed by top-down macroeconomic analysis and a five‑pillar market framework (valuation, momentum, technical analysis, sentiment, and flow of funds), with client goals captured in living Investment Policy Statements.
Noteworthy for a firm of its size, Armor provides educational seminars and workshops as part of its retirement-plan consulting and fiduciary support, and it explicitly helps educate plan sponsors and participants while able to accept ERISA 3(21) or 3(38) roles when requested. The advisory team includes multiple CERTIFIED FINANCIAL PLANNER professionals and emphasizes documented, ongoing reviews that link investment decisions to long-term planning and legacy objectives — a combination of services that is less common among peers.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Investment consulting
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Retired
Founder/Business Owner
Fee options
Financial planning fixed fees generally range from $2,500 to $40,000.
$0 - $500,000: 1.20% $500,001 - $1,000,000: 0.80% $1,000,001 - $5,000,000: 0.65% $5,000,001 - $15,000,000: 0.50% $15,000,001 - $25,000,000: 0.45% $25,000,001+: 0.40%
Financial planning hourly fees generally range from $250 to $300 per hour.
Minimum fee: Minimum fee of $1,500 per quarter (equivalent to $6,000 annually), may be waived at firm's discretion. Fee-only: Yes, fees based on AUM tiers, fixed fees, hourly fees.
Main office location
Armor Investment Advisors, LLC
4101 Lake Boone Trail, Suite 208
Raleigh NC 27607, United States
Number of offices
1
Most active in
Armor Investment Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Georgia · North Carolina · South Carolina · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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