Armada Etf Advisors Llc
- Regulatory AUM
- $10.2M
- Discretionary
- $10.2M
- Clients
- 2
- Avg AUM / client
- $5.1M
- Accounts
- 2
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Apr 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 2 | $10.2M | 100.0% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Goldberg, Justin, Isaac | Member & General Manager | Dec 2021 (5y) | 50% – 75% | |
| Bak, Phil, Sheldon | Chief Executive Officer | Aug 2022 (4y) | Less than 5% | |
| Mcdevitt, John, Thomas | Chief Compliance Officer | Apr 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Castle Stuart Trust Holdings Llc | Member | Feb 2022 | A | 50% – 75% |
| Justin Goldberg 2022 Irrevocable Trust | Trust | Mar 2022 | B | ≈ 37.5% – 75% via Castle Stuart Trust Holdings Llc |
Estimated effective ownership (look-through of filed bands):
- Justin Goldberg 2022 Irrevocable Trust: 75% – 100% of Castle Stuart Trust Holdings Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/20/2026 | 901 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
Services
- • Portfolio management for investment companies
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: Apr 20, 2026.
View current Form ADV (SEC/IAPD) ↗