# Equity Investment Corp

> Equity Investment Corp is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 283930
- Filed as: EQUITY INVESTMENT CORP
- Legal name: Equity Investment Corporation
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283930
- AdvisorCensus page: https://advisorcensus.com/firm/equity-investment-corp-atlanta-ga-283930

## Quick answers

**How is Equity Investment Corp compensated?**
On its Form ADV (Item 5.E, October 2026), Equity Investment Corp reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Equity Investment Corp located?**
Equity Investment Corp's principal office is in Atlanta, GA, according to its Form ADV.

**Is Equity Investment Corp registered with the SEC or a state?**
Equity Investment Corp is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283930.

**How much does Equity Investment Corp manage?**
Equity Investment Corp reports $3,509,589,101 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**How have Equity Investment Corp's assets and staff changed since 2021?**
In the Form ADV data for Equity Investment Corp: Regulatory assets under management: $1,607,601,754 in the October 2021 data and $3,509,589,101 in the October 2026 data, up 118%. Total employees: 23 in October 2021 and 27 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Equity Investment Corp serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6,086); high net worth individuals (464); corporations or other businesses not listed above (127).

**Which custodians does Equity Investment Corp use?**
Equity Investment Corp's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists UBS Financial Services Inc. and Wells Fargo Clearing Services, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Equity Investment Corp 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/283930

**What changed in Equity Investment Corp's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 26 to 27. Regulatory assets under management went from $3,051,151,512 to $3,509,589,101 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- UBS Financial Services Inc.
- Wells Fargo Clearing 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: $3,509,589,101
- Discretionary: $3,509,589,101
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6,086 | $1,611,817,328 |
| High net worth individuals | 464 | $1,164,502,860 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $353,028,211 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $82,206,539 |
| Charitable organizations | 73 | $115,970,611 |
| State or municipal government entities (including government pension plans) | 2 | $19,958,716 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 3 | $63,610,417 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 127 | $98,494,419 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2016 (10 years)
- Employees: 27 total, 27 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [eicatlanta.com](https://eicatlanta.com)
- LinkedIn @equity-investment-corporation

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,607,601,754 | 23 | March 29, 2021 |
| October 2022 | $2,027,421,875 | 22 | April 26, 2022 |
| October 2023 | $2,267,840,363 | 25 | March 29, 2023 |
| October 2024 | $2,654,330,988 | 25 | March 25, 2024 |
| October 2025 | $3,051,151,512 | 26 | March 27, 2025 |
| October 2026 | $3,509,589,101 | 27 | March 19, 2026 |

Regulatory assets under management: $1,607,601,754 in the October 2021 data and $3,509,589,101 in the October 2026 data, up 118%.
Total employees: 23 in October 2021 and 27 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 26 to 27.
- Regulatory assets under management went from $3,051,151,512 to $3,509,589,101 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Equity Investment Corp (CRD 283930): Form ADV filing data as of October 2026.