# Armada Advisors

> Armada Advisors is an SEC-registered investment advisory firm in Pensacola, FL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 9, 2026.

- CRD: 150416
- Filed as: ARMADA ADVISORS
- Legal name: Armada Advisors, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pensacola, FL
- Filing period: October 2026
- Form ADV filing dated: July 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/150416
- AdvisorCensus page: https://advisorcensus.com/firm/armada-advisors-pensacola-fl-150416

## Quick answers

**How is Armada Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Armada Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Armada Advisors located?**
Armada Advisors' principal office is in Pensacola, FL, according to its Form ADV.

**Is Armada Advisors registered with the SEC or a state?**
Armada Advisors is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 150416.

**How much does Armada Advisors manage?**
Armada Advisors reports $190,302,673 in regulatory assets under management in its Form ADV filing dated July 9, 2026 (92% discretionary).

**How have Armada Advisors' assets and staff changed since 2021?**
In the Form ADV data for Armada Advisors: Regulatory assets under management: $124,565,062 in the October 2021 data and $190,302,673 in the October 2026 data, up 53%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Armada Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (279); high net worth individuals (44).

**Does Armada Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/150416

**What changed in Armada Advisors' recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $168,330,387 to $190,302,673 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $190,302,673
- Discretionary: $174,194,196
- Non-discretionary: $16,108,477

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 279 | $54,910,032 |
| High net worth individuals | 44 | $81,061,381 |
| Charitable organizations | Fewer than 5 | $1,198,447 |
| Corporations or other businesses not listed above | Fewer than 5 | $727,062 |
| Other | Fewer than 5 | $52,405,751 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, LA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- armadaadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $124,565,062 | 3 | February 5, 2021 |
| October 2022 | $155,309,571 | 2 | February 10, 2022 |
| October 2023 | $133,669,489 | 2 | February 15, 2023 |
| October 2024 | $145,137,171 | 2 | July 11, 2024 |
| October 2025 | $168,330,387 | 2 | February 4, 2025 |
| October 2026 | $190,302,673 | 2 | July 9, 2026 |

Regulatory assets under management: $124,565,062 in the October 2021 data and $190,302,673 in the October 2026 data, up 53%.
Total employees: 3 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $168,330,387 to $190,302,673 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Armada Advisors (CRD 150416): Form ADV filing data as of October 2026.