EQUITY INVESTMENT CORP
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 283930
- Registered since
- June 15, 2016
- Website
- www.eicatlanta.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals45.93%
- HNWI33.18%
- Investment Companies10.06%
- Charitable Organizations3.3%
- Corporations / Businesses2.81%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Equity Investment Corp is a privately owned corporate RIA that has been SEC-registered since 2016. The firm serves both individual and institutional clients and charges fees as a percentage of assets under management. Its advisory scope includes discretionary portfolio management for individuals and small businesses, management of investment company assets, and portfolio services for institutional or business clients. The firm identifies as an active ESG investor, which can influence portfolio construction and manager selection.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents3%
Owners & executives
3 of 3JOHN POWER
Chief Operating OfficerCRD 1757520
RICHARD IRRGANG
Principal and Chief Executive OfficerCRD 1029386
PHILLIP LORREN
Chief Compliance OfficerCRD 7544991
Contacts
3 of 14Stephen Halley
Senior DirectorCRD 2747484
WILLIAM BRUNER
Director of ResearchCRD 4634312
ROBERT LADYMAN
Portfolio ManagerCRD 4996584
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$251M in ETFs
99%
$249M
1%
$2.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $136M | 1,346,116 | 53.93% |
Location
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 1776 Peachtree St NW
- Time zone
- ET (UTC-5)
- Office locations
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