{"url":"https://nivawealth.com/firms/armory-capital-management-149008","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/149008","regulatoryAum":167132882,"crd":"149008","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5574991","suffix":null,"lastName":"ABBOTT","firstName":"MATTHEW","middleName":"J"},{"crd":"859115","suffix":"II","lastName":"WILDHACK","firstName":"HENRY","middleName":"JACOB"}],"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":"2021-03-30","regulatoryAum":100874524,"clients":84,"employees":2,"offices":1},{"filedOn":"2022-03-22","regulatoryAum":119130555,"clients":86,"employees":2,"offices":1},{"filedOn":"2023-03-23","regulatoryAum":113576583,"clients":88,"employees":2,"offices":1},{"filedOn":"2024-03-27","regulatoryAum":119308091,"clients":87,"employees":2,"offices":1},{"filedOn":"2025-03-26","regulatoryAum":144255565,"clients":88,"employees":2,"offices":1},{"filedOn":"2026-03-06","regulatoryAum":167132882,"clients":95,"employees":2,"offices":1}],"secFileNumber":"801-70206","legalName":"Armory Capital Management, LLC","displayName":"Armory Capital Management","slug":"armory-capital-management-149008","website":"https://armorycm.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"New York limited liability company","fiscalYearEnd":"December","headquarters":{"street":"110 West Fayette Street, Suite 900","city":"Syracuse","state":"NY","stateName":"New York","country":"United States","postalCode":"13202"},"tradeNames":[],"registration":{"secApproved":"21 May 2009","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1759293.494736842,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"regulatory":167132882,"discretionary":143756318,"discretionaryAccounts":337,"nonDiscretionary":23376564,"nonDiscretionaryAccounts":10,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":64,"regulatoryAum":42269281},{"label":"High-net-worth individuals","clients":31,"regulatoryAum":124863601}],"feePrograms":[{"role":"other","program":"Consulting and Financial Planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015423","versionId":1015423,"submittedOn":"2026-03-06","documentName":"FORM ADV PART 2A - MARCH 2026"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T13:51:19.945696+00:00","documents":[{"name":"FORM ADV PART 2A - MARCH 2026","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015423","versionId":1015423,"submittedOn":"2026-03-06"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":140061319}],"custodyNote":"Armory Capital Management has custody of $36.5M in client assets for 28 clients.","otherCustodians":[],"leadership":[{"name":"Henry Wildhack","title":"President","crd":"859115"},{"name":"Matthew Abbott","title":"Chief Compliance Officer","crd":"5574991"},{"name":"Matthew Abbott","title":"Managing Member","crd":"5574991"},{"name":"Henry Wildhack","title":"Managing Member","crd":"859115"}],"ownership":[{"label":"Henry Wildhack","detail":"Managing member in the 50% to 75% ownership band and a control person, since February 2017."},{"label":"Matthew Abbott","detail":"Managing member in the 50% to 75% ownership band and a control person, since February 2017."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"110 West Fayette Street, Suite 900","city":"Syracuse","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"315-701-6452","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"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"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":54},{"label":"U.S. government/agency bonds","percent":10},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":27},{"label":"Cash and cash equivalents","percent":7}],"privateFunds":0},"sources":{"adv1FilingDate":"6 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/149008/PDF/149008.pdf","brochureDate":"6 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015423","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 Armory Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Armory Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Armory Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Armory Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Armory Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Armory Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Armory Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Armory Capital Management?","answer":"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","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."}