Armada Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
Armada Advisors reports 323 clients. They include 279 individual clients and 44 high-net-worth individuals. Of its assets, 91.5% ($174M across 654 accounts) are managed with discretion; $16.1M across 38 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 86% | 29% |
| High-net-worth individuals | 14% | 43% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
| Other | Fewer than 5 | 28% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 279 | $54.9M | 28.9% | $197K |
| High-net-worth individuals | 44 | $81.1M | 42.6% | $1.84M |
| Charitable organizations | Fewer than 5 | $1.2M | 0.6% | — |
| Corporations and other businesses | Fewer than 5 | $727K | 0.4% | — |
| Other | Fewer than 5 | $52.4M | 27.5% | — |
| Total | 323 | $190M | 100% | — |
- Clients
- 279
- Regulatory AUM
- $54.9M
- AUM share
- 28.9%
- Avg. per client
- $197K
- Clients
- 44
- Regulatory AUM
- $81.1M
- AUM share
- 42.6%
- Avg. per client
- $1.84M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.2M
- AUM share
- 0.6%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $727K
- AUM share
- 0.4%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $52.4M
- AUM share
- 27.5%
- Avg. per client
- —
Total
- Clients
- 323
- Regulatory AUM
- $190M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Armada Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting and Financial Planning
- Corporate retirement plan consulting, investment consulting and general financial planning are billed hourly, up to $400 an hour (Wesley) and $175 an hour (Trevor).
- Trustee Services
- Where the principal serves as trustee, the fee is a maximum of 1.5% a year.
Wesley Odom owns 75% or more of Armada Advisors. The leadership team of Armada Advisors includes President Wesley Odom. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Armada Advisors, Inc.
Wesley Odom
Control person · since March 2009
Armada Advisors’ regulatory assets grew 1.5× from $125M (February 2021) to $190M (July 2026); clients rose from 246 to 323 and employees fell from 3 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $190M | 323 | 2 | 1 |
| Feb 2025February 2025 | $168M | 296 | 2 | 1 |
| Jul 2024July 2024 | $145M | 290 | 2 | 1 |
| Feb 2023February 2023 | $134M | 484 | 2 | 1 |
| Feb 2022February 2022 | $155M | 249 | 2 | 1 |
| Feb 2021February 2021 | $125M | 246 | 3 | 1 |
Besides its headquarters, Armada Advisors has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 1800 N E Street, PensacolaHQ
Contact and registration details
- Legal name
- Armada Advisors, Inc.
- Headquarters
- 1800 N E Street, Pensacola, FL 32501
- Website
- armadaadvisors.com
- Phone
- 850-497-6167
- SEC file
- 801-120409
- Structure
- Florida corporation
- Fiscal year end
- December
Armada Advisors does not have custody of client assets.
At year end, Armada Advisors’ separately managed accounts were mostly in stocks (50%) and funds (41%).
What the accounts hold
- Stocks50%
- Funds41%
- Bonds4%
- Investment grade corporate bonds3%
- High-yield corporate bonds1%
- Cash5%
How many clients does Armada Advisors have?
Armada Advisors has 323 clients and manages $190 million for them, as of July 2026. They include 279 individual clients and 44 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 July 2026
What services does Armada Advisors offer?
Armada Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Armada Advisors have?
Armada Advisors has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Armada Advisors invest in?
At the end of its last fiscal year, Armada Advisors’ separately managed accounts held 50% exchange-traded equities, 41% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 3% investment grade corporate bonds and 1% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Armada Advisors?
Armada Advisors’ direct owner is Wesley Odom (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 July 2026
How does Armada Advisors get paid?
Armada Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Armada Advisors?
Armada Advisors’ main office is at 1800 N E Street, Pensacola, FL 32501. Its phone number is 850-497-6167. Its website is armadaadvisors.com.
