SourcingSourcing

EQUITY INVESTMENT CORPORATION

C27
CRD 283930·SEC 801-107945·ATLANTA, GA
AUM
$3.51B
$1B+
Est. Revenue
$35.1M
@ 1% on AUM
Est. EBITDA
$10.5M
@ 30% margin
Est. Deal Value
$84.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EQUITY INVESTMENT CORPORATION
CRD
283930
SEC file #
801-107945
EIN
813721999
DBA names
Equity Investment Corp

Economics

AUM
$3.51B
AUM band
$1B+
AUM trajectory
'20'26
$2.22B → $3.51B▲ +58%
Client mix
Individuals Other6,086
Individuals High Net Worth464
Corporations127
Charitable Organizations73
Pension Profit Sharing Plans5

Operations

Employees (total)
27
Advisory staff (per ADV)
27
Advisory staff (5-yr trend)
'20'26
7 advisors → 27 advisors▲ +286%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
linkedin.com/company/equity-investment-corporation(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRUNER, WILLIAM, ANDREW
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
BRUNER, WILLIAM, ANDREW
IRRGANG, RICHARD, TERRENCE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
fallback_guess:equity.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
60,733
Form 5500 Compensation Trajectory 3y
202635,487
202525,246
Form 5500 Plan Count Trajectory 3y
20251
20261
Schedule C Total Compensation
60,733
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001685771
Edgar Registered
Yes
Edgar Filing Count
40
Edgar First Filing Date
2017-02-02
Edgar Last Filing Date
2026-05-04
Edgar 13f Count
38
Edgar 13f Latest AUM Estimate
Filing Date2026-05-04
Accession0001685771-26-000004
Edgar Former Names
Equity Investment Corp Acquisition Inc

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
10
Bc Firm Active IA Count
16
Bc Firm IAR Count
16
Custodian Candidates
Full
Wells Fargo6
Charles Schwab4
E*trade4
Lpl Financial3
Edgar Addresses
Mailing
1776 PEACHTREE STREET NW, SUITE 600SATLANTA, GA 30309
Business
1776 PEACHTREE STREET NW, SUITE 600SATLANTA, GA 30309
Edgar EIN
813721999
Edgar Recent Filings
13F-HR2026-05-04 · 0001685771-26-000004
13F-HR2026-02-12 · 0001685771-26-000002
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4634312
Trust Company Affiliate
No

People (17)

17
BRUNER, WILLIAM, ANDREW
IAR · Direct Owner · 37.5%
4634312
ZABOR, IAN, THOMAS
IAR · Direct Owner · 37.5%
3221670
IRRGANG, RICHARD, TERRENCE
IAR · Direct Owner · 37.5%
1029386
LADYMAN, ROBERT, MURPHY
IAR · Direct Owner · 17.5%
4996584
KNAPP, THOMAS, WILLIAM
IAR · Direct Owner · 17.5%
5369970
POWER, JOHN, PAUL
IAR · Executive Officer · 2.5%
1757520
LORREN, PHILLIP, DAVID
Executive Officer · 2.5%
7544991
William Moore Reynolds
IAR
7025834
DENNIS GERALD MCKINNEY
IAR
3160328
SAMUEL HUTCHINS BORLAND
IAR
4384372
KEITH RICHARD TELESCA
IAR
4223682
FRED EDWIN GIFFORD
IAR
1066230
MATTHEW WALLACE KEETER
IAR
4210629
EDISON TATE LAMBETH
IAR
4237043
Stephen Gaylord Halley
IAR
2747484
ALLEN MICHAEL WHITE
IAR
5975419
Steven Jared Zimmerman
IAR
3269840