Equity Armor Investments, LLC (Chicago)

Name: Equity Armor Investments, LLC
Address: 311 South Wacker, Chicago, IL, 60606
Telephone: 312-318-9191

Equity Armor Investments, LLC is an investment adviser to an investment company based in Chicago. It manages $22.8 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Illinois.

Equity Armor Investments provides portfolio management for individuals and small businesses, portfolio management for investment companies, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Equity Armor Investments: assets under management

The assets under management (AUM) of Equity Armor Investments, LLC is $22.8 million. The firm's AUM has gone down by -67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.2 million in discretionary accounts and $18.6 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.1 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $6.2 million.

Investments

The firm invests in exchange traded securities the most. They account for 95% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Equity Armor Investments, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Equity Armor Investments serves?

The firm provides services to individuals and other investment advisers. The largest group of clients of Equity Armor Investments is other investment advisers with 2 clients and $18.6 million of assets under management. Among the 1 most similar advisory firms, Equity Armor Investments has the highest percentage of other investment advisers out of all clients.

The amount of regulatory assets under management is $22.8 million for 4 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Equity Armor Investments doesn't advise any private funds.

Careers at Equity Armor Investments, LLC

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brian Scott Stutland	Chief compliance officer, chief investment officer, and manager	1 Jan 2011	Other	4560863
Afshin Luke Rahbari	Chief risk officer and manager	1 Jan 2011	Other	2178116
Llc Alpha Ii Zeta	Member	1 Mar 2011	75% - 100%	27-5484872
Joseph Avram Tigay	Member	1 Jan 2013	Other	5910624

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Brian Scott Stutland	Owner	1 Mar 2011	50% - 75%	4560863
Afshin Luke Rahbari	Owner	1 Mar 2011	50% - 75%	2178116

Based in Chicago

The principal office where Equity Armor Investments, LLC performs its advisory services is located at 311 South Wacker, Chicago, IL 60606, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-318-9191 or by fax 312-253-0376. The normal business hours are 8 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at equityarmorinvestments.com and its LinkedIn profile.