{"url":"https://nivawealth.com/firms/armada-advisors-150416","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/150416","regulatoryAum":190302673,"crd":"150416","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7231888","suffix":null,"lastName":"Odom","firstName":"Trevor","middleName":"Samuel"},{"crd":"2252384","suffix":null,"lastName":"ODOM","firstName":"WESLEY","middleName":"SYFRETT"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-05","regulatoryAum":124565062,"clients":246,"employees":3,"offices":1},{"filedOn":"2022-02-10","regulatoryAum":155309571,"clients":249,"employees":2,"offices":1},{"filedOn":"2023-02-15","regulatoryAum":133669489,"clients":484,"employees":2,"offices":1},{"filedOn":"2024-07-11","regulatoryAum":145137171,"clients":290,"employees":2,"offices":1},{"filedOn":"2025-02-04","regulatoryAum":168330387,"clients":296,"employees":2,"offices":1},{"filedOn":"2026-07-09","regulatoryAum":190302673,"clients":323,"employees":2,"offices":1}],"secFileNumber":"801-120409","legalName":"Armada Advisors, Inc.","displayName":"Armada Advisors","slug":"armada-advisors-150416","website":"https://armadaadvisors.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Florida corporation","fiscalYearEnd":"December","headquarters":{"street":"1800 N E Street","city":"Pensacola","state":"FL","stateName":"Florida","country":"United States","postalCode":"32501"},"tradeNames":[],"registration":{"secApproved":"1 March 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":420964.1269349845,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":190302673,"discretionary":174194196,"discretionaryAccounts":654,"nonDiscretionary":16108477,"nonDiscretionaryAccounts":38,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":1},"clientTypes":[{"label":"Individuals (other than HNW)","clients":279,"regulatoryAum":54910032},{"label":"High-net-worth individuals","clients":44,"regulatoryAum":81061381},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":1198447},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":727062},{"label":"Other","clients":null,"fewerThan5":true,"regulatoryAum":52405751}],"feePrograms":[{"role":"other","program":"Consulting and Financial Planning","summary":"Corporate retirement plan consulting, investment consulting and general financial planning are billed hourly, up to $400 an hour (Wesley) and $175 an hour (Trevor).","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009558","versionId":1009558,"submittedOn":"2026-02-17","documentName":"BROCHURE 2026"},{"role":"other","program":"Trustee Services","summary":"Where the principal serves as trustee, the fee is a maximum of 1.5% a year.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009558","versionId":1009558,"submittedOn":"2026-02-17","documentName":"BROCHURE 2026"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T13:57:10.108725+00:00","documents":[{"name":"BROCHURE 2026","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009558","versionId":1009558,"submittedOn":"2026-02-17"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009557","versionId":1009557,"submittedOn":null}]},"custodians":[],"custodyNote":"Armada Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Wesley Odom","title":"Chief Compliance Officer, President","crd":"2252384"}],"ownership":[{"label":"Wesley Odom","detail":"Chief compliance officer, president in the 75% or more ownership band and a control person, since March 2009."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"1800 N E Street","city":"Pensacola","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"850-497-6167","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)","Other"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":50},{"label":"Investment grade corporate bonds","percent":3},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":41},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"9 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/150416/PDF/150416.pdf","brochureDate":"17 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009558","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Armada Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Armada Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Armada Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Armada Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Armada Advisors?","answer":"Armada Advisors’ direct owner is Wesley Odom (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 9 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Armada Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Armada Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 9 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}