Armada Advisors, Inc.
- Regulatory AUM
- $190M
- Discretionary
- $174M
- Clients
- 323
- Avg AUM / client
- $589K
- Accounts
- 692
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 09, 2026
Asset allocation (SMA assets by investment type)
as of Jul 09, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 279 | $54.9M | 28.9% |
| High net worth individuals | 44 | $81.1M | 42.6% |
| Charitable organizations | Fewer than 5 | $1.2M | 0.63% |
| Corporations and other businesses | Fewer than 5 | $727K | 0.38% |
| Other | Fewer than 5 | $52.4M | 27.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Canal Hr, Inc. Qualified Retirement Plan Canal Hr, Inc. | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Wesley Syfrett Odom | Chief Compliance Officer, President | Mar 2009 (17y) | 75% or more | |
| Trevor Samuel Odom | Registered representative | Jan 2022 (5y) |
Undisclosed: 0% – 25% 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 (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Canal Hr, Inc. Qualified Retirement Plan | Canal Hr, Inc. | 885 | $45.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/09/2026 | 852 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
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 09, 2026.
View current Form ADV (SEC/IAPD) ↗