SourcingSourcing

ARMADA ADVISORS, INC.

B60
CRD 150416·SEC 801-120409·PENSACOLA, FL
AUM
$190.3M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$571K
@ 30% margin
Est. Deal Value
$4.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ARMADA ADVISORS, INC.
CRD
150416
SEC file #
801-120409
EIN
—
DBA names
Armada Advisors

Economics

AUM
$190.3M
AUM band
$100M-$500M
AUM trajectory
'22'26
$155.3M → $190.3M▲ +23%
Client mix
Individuals Other279
Individuals High Net Worth44

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
2 advisors → 2 advisors▬ 0%
Primary office
PENSACOLA FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/17/2026
ADV-W filed at
—
Website
armadaadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ODOM, WESLEY, SYFRETT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
ODOM, WESLEY, SYFRETT
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ARMADAADVISORS.COM
Rdap Domain Creation Date
2009-03-02T14:40:04Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
2
Form 5500 Total Participants
15
Form 5500 Total Compensation
49,647
Form 5500 Compensation Trajectory 3y
202549,647
20240
Form 5500 Plan Count Trajectory 3y
20241
20251
Schedule C Total Compensation
49,647
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1791
Soi Zip Pct 200k Plus
0.0698
Soi Zip Returns 200k Plus
300
Soi Zip Total AGI
349,707
Fdic Zip Total Deposits
19,249,381,000
Fdic Zip Branch Count
199
Fdic Zip Top Banks
AmSouth Bank
Regions Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (25)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Fidelity1
Fdic Zip Branches Raw
Barnett Bank of West FloridaPensacola, FL
Sun Bank/West FloridaPensacola, FL
Fdic Zip HHI
771.29
Fdic Zip Top Bank Share Pct
14.47
Fdic Zip Year
2021
Fee Schedule
Bracket I50
Bracket Ix41
Bracket Xi5
Bracket Vi3
Bracket Vii1
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-22T11:59:59Z
Rdap Domain Last Changed
2026-04-23T18:03:44Z
Rdap Nameservers
Ns25.domaincontrol.comNs26.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI20,768
Returns1,550
Stub 2
AGI42,562
Returns1,180
Stub 3
AGI31,239
Returns510
Soi Zip Total Business Income
9,085
Soi Zip Total Cap Gains
36,733
Soi Zip Total Dividends
10,100
Soi Zip Total Returns
4,300
Top Owner CRD
2252384
Trust Company Affiliate
No

People (2)

2
ODOM, WESLEY, SYFRETT
IAR · Direct Owner · 87.5%
2252384
Trevor Samuel Odom
IAR
7231888