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Armory Capital Management

Wealth managementRIA

Syracuse, NYCRD 149008Updated

Armory Capital Management is an investment adviser based in Syracuse, NY, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $167 million, as filed on 6 March 2026.

95
Clients
$1.76M
AUM per individual client
2
Advisory staff
1
Offices
See fees
Annual fee

From Form ADV filed 6 March 2026SEC record

Services and clients

Armory Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.

Armory Capital Management reports 95 clients. They include 64 individual clients and 31 high-net-worth individuals. Of its assets, 86.0% ($144M across 337 accounts) are managed with discretion; $23.4M across 10 accounts are not.

Clients and assets by client type
Clients95 clients
Assets$167M
Client typeClientsAssets
Individuals (other than HNW)67%25%
High-net-worth individuals33%75%
Client breakdown and activity details
Individuals (other than HNW)
Clients
64
Regulatory AUM
$42.3M
AUM share
25.3%
Avg. per client
$660K
High-net-worth individuals
Clients
31
Regulatory AUM
$125M
AUM share
74.7%
Avg. per client
$4.03M

Total

Clients
95
Regulatory AUM
$167M
AUM share
100%
Avg. per client
$1.76M
Clients outside the U.S.
0%
Clients advised without assets under management last fiscal year
0
Private funds advised
0
Financial planning clients last fiscal year
0

Fees and minimums

Armory Capital Management is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.

Fee details and sources

Other fees

Consulting and Financial Planning
Administrative, consulting and financial planning services are billed at an hourly rate of $100 to $300 per hour, by mutual agreement, and are due as earned.

Ownership and people

Henry Wildhack owns 50% to 75% of Armory Capital Management. The leadership team of Armory Capital Management includes President Henry Wildhack and Chief Compliance Officer Matthew Abbott. It has 2 employees.

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Staff

  • 2 employees
  • 2 in advisory functions
  • 2 state-registered reps
  • 1 soliciting firm
Who owns the firm
Armory Capital Management, LLC· the adviser
  • Henry Wildhack

    Control person · since February 2017

    Owns 50% to 75% of Armory Capital Management, LLC
  • Matthew Abbott

    Control person · since February 2017

    Owns 50% to 75% of Armory Capital Management, LLC

Growth and acquisitions

Armory Capital Management’s regulatory assets grew 1.7× from $101M (March 2021) to $167M (March 2026); clients rose from 84 to 95 and employees were 2 in both filings.

By annual filing
Measure
Figures from each annual filing
FiledRegulatory AUMClientsStaffEmployeesOffices
Mar 2026March 2026$167M9521
Mar 2025March 2025$144M8821
Mar 2024March 2024$119M8721
Mar 2023March 2023$114M8821
Mar 2022March 2022$119M8621
Mar 2021March 2021$101M8421

Offices and registration details

Besides its headquarters, Armory Capital Management has 0 offices, with 1 listed address in 1 state.

Listed office addresses by state

New York · 1 listed address

  • 110 West Fayette Street, Suite 900, SyracuseHQ

Contact and registration details

Legal name
Armory Capital Management, LLC
Headquarters
110 West Fayette Street, Suite 900, Syracuse, NY 13202
SEC file
801-70206
Structure
New York LLC
Fiscal year end
December

Custodians

Armory Capital Management’s named custodian for separately managed accounts is Charles Schwab ($140M). Armory Capital Management has custody of $36.5M for 28 clients.

Reported separately managed account assets by custodian
$140M
named custodians
  • Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $140M100%

Investments and reported holdings

At year end, Armory Capital Management’s separately managed accounts were mostly in stocks (54%) and funds (27%).

What the accounts hold

Separately managed account assets by class, year end
  • Stocks54%
  • Funds27%
  • Bonds12%
    • U.S. government and agency bonds10%
    • State and local bonds1%
    • Investment grade corporate bonds1%
  • Cash7%

Common questions

How many clients does Armory Capital Management have?

Armory Capital Management has 95 clients and manages $167 million for them, as of March 2026. They include 64 individual clients and 31 high-net-worth individuals.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 March 2026

What services does Armory Capital Management offer?

Armory Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does Armory Capital Management use?

Armory Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $140M. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 March 2026

How many financial advisors does Armory Capital Management have?

Armory Capital Management 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 Armory Capital Management invest in?

At the end of its last fiscal year, Armory Capital Management’s separately managed accounts held 54% exchange-traded equities, 27% registered funds (mutual funds, ETFs, BDCs), 10% U.S. government and agency bonds, 7% cash and equivalents, 1% state and local bonds and 1% investment grade 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 Armory Capital Management?

Armory Capital Management’s direct owners are Henry Wildhack (50% to 75%) and Matthew Abbott (50% to 75%).

Source: Form ADV Part 1A, Schedules A and B, filed 6 March 2026

How does Armory Capital Management get paid?

Armory Capital Management is paid through a percentage of assets under management. 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 Armory Capital Management?

Armory Capital Management’s main office is at 110 West Fayette Street, Suite 900, Syracuse, NY 13202. Its phone number is 315-701-6452. Its website is armorycm.com.

Source: Form ADV Part 1A, Item 1.F, filed 6 March 2026

Sources and methodology

  1. Form ADV Part 1A, amendment filed 6 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. FORM ADV PART 2A - MARCH 2026, submitted 6 March 2026.
  3. IAPD firm record, CRD 149008.
  4. SEC registered adviser data, annual Form ADV amendments filed 30 March 2021 to 6 March 2026. Items 1.F and 5.
  5. SEC investment adviser representative register, as of 9 October 2026; loaded 10 October 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since. Disciplinary history is not yet shown here. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.

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