AdvisorRanked
95
Clean

ARMOR INVESTMENT ADVISORS, LLC

4101 LAKE BOONE TRAIL, RALEIGH, NC 27607
Fiduciaryfee-onlySEC Registered
919-571-4382 www.linkedin.com/company/armor-investment-advisors/ CRD #134200
$356M
Assets Managed
4
Clients
6
Employees
21
Years Active
since 2005

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46135. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 21 years.

Firm Details

Legal NameARMOR INVESTMENT ADVISORS, LLC
CRD Number#134200
SEC RegisteredYes
Registration Date2005-02-23
States RegisteredNC
Assets Under Management$356M
Number of Clients4
Employees6
Compensation Typefee-only
Last ADV Filing46135

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Frequently Asked Questions

Is ARMOR INVESTMENT ADVISORS, LLC a fiduciary?

Yes. ARMOR INVESTMENT ADVISORS, LLC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does ARMOR INVESTMENT ADVISORS, LLC charge clients?

ARMOR INVESTMENT ADVISORS, LLC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does ARMOR INVESTMENT ADVISORS, LLC have any complaints?

No. ARMOR INVESTMENT ADVISORS, LLC has zero complaints or disciplinary actions on file with the SEC or FINRA across 21 years of operation.

How does ARMOR INVESTMENT ADVISORS, LLC compare to other advisors in RALEIGH?

ARMOR INVESTMENT ADVISORS, LLC has a Red Flag Score of 95/100. There are 54 registered advisory firms in RALEIGH. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46135. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.