ARMORY CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2009
Total AUM
$167M
Discretionary
$144M
86% of AUM
Avg account
$482K
Accounts
347
Employees
2
Advisory reps
2

Firm details

Headquarters
SYRACUSE, New York
CRD number
149008
Registered since
May 21, 2009
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI74.71%
  • Individuals25.29%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Armory Capital Management, LLC is an independent registered investment adviser that has been operating since its SEC registration in 2009. The firm is individually owned and focuses on serving individuals and families with fee-based advisory relationships charged as a percentage of assets under management. Core services include financial planning, portfolio management for individuals and small businesses, portfolio management for business or institutional clients, and pension consulting. The firm is not positioned as an ESG-focused manager and does not act as a capital allocator to external direct private deals. Investment emphasis is equities-driven. The firm shows a clear preference for exchange-traded instruments and manages both discretionary and non-discretionary mandates. Its practice mixes separately managed accounts and pooled products to implement client objectives, with equity exposure constituting the largest sleeve of client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 54%, Public Funds/Mutual Funds 30%, US Government Bonds 7%, Cash & Cash Equivalents 6%, State & Local Bonds 2%, Investment Grade Corp Bonds 1%54%
  • Exchange Traded Equities54%
  • Public Funds/Mutual Funds30%
  • US Government Bonds7%
  • Cash & Cash Equivalents6%
  • State & Local Bonds2%

Contacts

2 of 2
  • MATTHEW ABBOTT

    Investment AdvisorCRD 5574991

  • HENRY WILDHACK

    President, Investment AdvisorCRD 859115

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SYRACUSE, NY

ONONDAGA

Location

SYRACUSE, NY

Headquartered in SYRACUSE, NY, anchoring the Syracuse-Auburn, NY metro in the Northeast.

Metro area
Syracuse-Auburn, NY
Region
Northeast
County
ONONDAGA
Address
110 W Fayette St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth