# Armor Investment Advisors, LLC

> Armor Investment Advisors, LLC is an SEC-registered investment advisory firm in Raleigh, NC, registered since 2005, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 23, 2026.

- CRD: 134200
- Filed as: ARMOR INVESTMENT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Raleigh, NC
- Filing period: October 2026
- Form ADV filing dated: April 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/134200
- AdvisorCensus page: https://advisorcensus.com/firm/armor-investment-advisors-llc-raleigh-nc-134200

## Quick answers

**How is Armor Investment Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Armor Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Armor Investment Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated April 23, 2026 states: Flat fee: $2,500 to $40,000 (comprehensive financial planning services); Hourly rate: $250 to $300 an hour (financial planning and consulting fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Armor Investment Advisors, LLC located?**
Armor Investment Advisors, LLC's principal office is in Raleigh, NC, according to its Form ADV.

**Is Armor Investment Advisors, LLC registered with the SEC or a state?**
Armor Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 134200.

**How much does Armor Investment Advisors, LLC manage?**
Armor Investment Advisors, LLC reports $355,950,613 in regulatory assets under management in its Form ADV filing dated April 23, 2026 (100% discretionary).

**How have Armor Investment Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Armor Investment Advisors, LLC: Regulatory assets under management: $287,661,009 in the October 2021 data and $355,950,613 in the October 2026 data, up 24%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Armor Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (110); individuals (other than high net worth individuals) (91); corporations or other businesses not listed above (3).

**Which custodians does Armor Investment Advisors, LLC use?**
Armor Investment Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Armor Investment Advisors, LLC 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/134200

**What changed in Armor Investment Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 4.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 23, 2026)

- Flat fee: $2,500 to $40,000 (comprehensive financial planning services)

> Our financial planning and consulting fees are negotiable, but generally range from $2,500 to $40,000 on a fixed fee basis

- Hourly rate: $250 to $300 an hour (financial planning and consulting fees)

> Our financial planning and consulting fees are negotiable, but generally range from $2,500 to $40,000 on a fixed fee basis and from $250 to $300 on an hourly rate basis

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $355,950,613
- Discretionary: $355,950,613
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 91 | $24,622,143 |
| High net worth individuals | 110 | $329,657,967 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $288,653 |
| Charitable organizations | 1 | $368,892 |
| Corporations or other businesses not listed above | 3 | $1,012,958 |

### 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)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2005 (21 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NC, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- armorinvestmentadvisors.com
- LinkedIn @armor-investment-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $287,661,009 | 6 | July 23, 2021 |
| October 2022 | $325,189,775 | 7 | September 20, 2022 |
| October 2023 | $293,718,341 | 9 | March 28, 2023 |
| October 2024 | $339,756,990 | 8 | February 20, 2024 |
| October 2025 | $388,582,315 | 7 | March 28, 2025 |
| October 2026 | $355,950,613 | 6 | April 23, 2026 |

Regulatory assets under management: $287,661,009 in the October 2021 data and $355,950,613 in the October 2026 data, up 24%.
Total employees: 6 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Armor Investment Advisors, LLC (CRD 134200): Form ADV filing data as of October 2026.