Overview
Assets Under Management: $190 million
Headquarters: PENSACOLA, FL
High-Net-Worth Clients: 44
Average Client Assets: $1.8 million
Frequently Asked Questions
ARMADA ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #150416), ARMADA ADVISORS is subject to fiduciary duty under federal law.
ARMADA ADVISORS is headquartered in PENSACOLA, FL.
ARMADA ADVISORS serves 44 high-net-worth clients according to their SEC filing dated February 17, 2026. View client details ↓
According to their SEC Form ADV, ARMADA ADVISORS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
ARMADA ADVISORS manages $190 million in client assets according to their SEC filing dated February 17, 2026.
According to their SEC Form ADV, ARMADA ADVISORS serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.60%
Average Client Assets: $1.8 million
Total Client Accounts: 692
Discretionary Accounts: 654
Non-Discretionary Accounts: 38
Regulatory Filings
CRD Number: 150416
Filing ID: 2054291
Last Filing Date: 2026-02-17 14:28:13