Armor Investment Advisors, Llc
- Regulatory AUM
- $356M
- Discretionary
- $356M
- Clients
- 206
- Avg AUM / client
- $1.7M
- Accounts
- 206
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Apr 23, 2026
Investments (13F portfolio — 160 positions, $277,512,491)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | CORE S&P500 ETF | $45,473,250 | 69,615 | 16.4% | 12.8% |
| 2 | J P Morgan Exchange Traded F | INCOME ETF | $25,021,309 | 543,115 | 9.02% | 7.03% |
| 3 | Fidelity Covington Trust | ENHANCED INTL | $16,221,406 | 436,059 | 5.85% | 4.56% |
| 4 | Fidelity Covington Trust | MSCI INFO TECH I | $11,872,388 | 57,065 | 4.28% | 3.34% |
| 5 | Ishares Tr | CORE UNIVRSL USD | $11,844,549 | 256,431 | 4.27% | 3.33% |
| 6 | Vanguard Bd Index Fds | TOTAL BND MRKT | $11,244,224 | 152,692 | 4.05% | 3.16% |
| 7 | Capital Group Growth Etf | SHS CREATION UNI | $11,236,355 | 279,581 | 4.05% | 3.16% |
| 8 | Fidelity Covington Trust | ENHANCED MID | $9,798,861 | 272,493 | 3.53% | 2.75% |
| 9 | Capital Group Dividend Value | SHS CREATION UNI | $9,160,896 | 215,348 | 3.3% | 2.57% |
| 10 | Capital Group New Geography | SHS | $6,883,986 | 218,055 | 2.48% | 1.93% |
| 11 | Schwab Strategic Tr | INTL EQTY ETF | $5,649,608 | 228,267 | 2.04% | 1.59% |
| 12 | Ishares Tr | NATIONAL MUN ETF | $5,267,800 | 49,626 | 1.9% | 1.48% |
| 13 | Ishares Tr | CORE S&P MCP ETF | $5,189,343 | 76,845 | 1.87% | 1.46% |
| 14 | Fidelity Covington Trust | ENHANCED SMALL | $4,221,534 | 111,093 | 1.52% | 1.19% |
| 15 | Advisors Inner Circle Fd Iii | STRATEGAS MACRO | $4,152,724 | 105,748 | 1.5% | 1.17% |
| 16 | Blackrock Etf Trust | ISHARES US EQUIT | $3,957,811 | 68,027 | 1.43% | 1.11% |
| 17 | Meta Platforms Inc | CL A | $3,899,691 | 6,816 | 1.41% | 1.1% |
| 18 | Fidelity Merrimack Str Tr | TOTAL BD ETF | $3,806,773 | 83,445 | 1.37% | 1.07% |
| 19 | Dimensional Etf Trust | US SMALL CAP ETF | $3,535,232 | 49,701 | 1.27% | 0.99% |
| 20 | Ishares Tr | ISHARES SEMICDTR | $2,660,174 | 8,094 | 0.96% | 0.75% |
| 21 | Microsoft Corp | COM | $2,586,782 | 6,988 | 0.93% | 0.73% |
| 22 | Alphabet Inc | CAP STK CL A | $2,388,637 | 8,307 | 0.86% | 0.67% |
| 23 | Fidelity Covington Trust | MSCI HLTH CARE I | $2,205,293 | 31,343 | 0.79% | 0.62% |
| 24 | Visa Inc | COM CL A | $2,166,498 | 7,168 | 0.78% | 0.61% |
| 25 | Jpmorgan Chase & Co | COM | $2,166,104 | 7,364 | 0.78% | 0.61% |
Top 25 of 160 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 91 | $24.6M | 6.92% |
| High net worth individuals | 110 | $330M | 92.6% |
| Pension and profit sharing plans | 1 | $289K | 0.08% |
| Charitable organizations | 1 | $369K | 0.1% |
| Corporations and other businesses | 3 | $1.0M | 0.28% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Cambridge Information Group, Inc. 401(k) Retirement Plan Cambridge Information Group, Inc. | 2024 | |
| Schwabplan Retirement Savings And Investment Plan The Charles Schwab Corporation | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Vietor Purrington | Chief Executive Officer | CFP | Jun 2007 (19y) | 25% – 50% |
| Matthew Clark Miller | Chief Financial Officer | CFP | Mar 2014 (12y) | 10% – 25% |
| Graham Francis Shepherd | Chief Operating Officer And Chief Compliance Officer | CFP | Nov 2018 (8y) | 10% – 25% |
| Allison Rose Miller | Member | CFP | Apr 2020 (6y) | 5% – 10% |
| Adam J Morgan | Member | CFA | Jan 2022 (5y) | 5% – 10% |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Cambridge Information Group, Inc. 401(k) Retirement Plan | Cambridge Information Group, Inc. | 352 | $252M | 01/01/2024 |
| Schwabplan Retirement Savings And Investment Plan | The Charles Schwab Corporation | 32,145 | $8.9B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/23/2026 | 951 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $215M (60% of AUM) Apr 2026
- National Financial Services (Fidelity) $136M (38% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 23, 2026.
View current Form ADV (SEC/IAPD) ↗