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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

EQUITY INVESTMENT CORP

EQUITY INVESTMENT CORPORATION, CRD 283930

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0ae36555-3d0b-bcb9-b172-98d62336aa7c

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 6
On other graphs: 0
Observed: Jun 1, 2016 to Mar 19, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.79 fund_share=0.1 institutional_share=0.08 related_bd=false related_bank=false bd_reps=10.0
Regulatory AUM: $3.5BItem 5.F on the latest filing (2026-03-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.5B
Private client RAUM: $2.8BderivedItem 5.D individuals plus high net worth individuals
Private client share: 79%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 16
RAUM per advisor: $219Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 27
Advisory employees: 27
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 6,761
Individual clients: 6,086
High net worth clients: 464
SEC number: 801-107945
CIK: 1685771
CRD: 283930
Filings on the tape: 25
First filed: Jun 1, 2016
Latest filed: Mar 19, 2026
Organised: Corporation, GA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RICHARD TERRENCE IRRGANG	Chartered Financial Analyst	ATLANTA, GA	9	30	1	no
JOHN PAUL POWER	n/a	ATLANTA, GA	9	33	3	yes
DENNIS GERALD MCKINNEY	n/a	ATLANTA, GA	9	27	5	yes
IAN THOMAS ZABOR	Chartered Financial Analyst	ATLANTA, GA	9	27	1	no
KEITH RICHARD TELESCA	Certified Financial Planner	Villanova, PA \| ATLANTA, GA	9	25	3	yes
EDISON TATE LAMBETH	n/a	ATLANTA, GA	9	19	2	yes
SAMUEL HUTCHINS BORLAND	n/a	Boynton Beach, FL \| ATLANTA, GA	9	25	1	yes
WILLIAM ANDREW BRUNER	Chartered Financial Analyst	ATLANTA, GA	9	26	1	no
MATTHEW WALLACE KEETER	n/a	ATLANTA, GA	8	25	n/a	yes
ROBERT MURPHY LADYMAN	Chartered Financial Analyst	ATLANTA, GA	7	16	n/a	no
THOMAS WILLIAM KNAPP	Chartered Financial Analyst	ATLANTA, GA	7	19	n/a	no
William Moore Reynolds	n/a	ATLANTA, GA	7	14	n/a	yes
Stephen Gaylord Halley	n/a	ATLANTA, GA	6	27	3	yes
ALLEN MICHAEL WHITE	n/a	ATLANTA, GA	3	12	2	no
Steven Jared Zimmerman	n/a	ATLANTA, GA	0	26	3	yes
MITCHELL ALLEN GENTRY	Chartered Financial Analyst	ATLANTA, GA	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRUNER, WILLIAM, ANDREW	DIRECTOR/CHIEF FINANCIAL OFFICER	C	yes	06/2016	Mar 19, 2026	Mar 19, 2026
IRRGANG, RICHARD, TERRENCE	Director	C	yes	06/2016	Mar 19, 2026	Mar 19, 2026
LORREN, PHILLIP, DAVID	CHIEF COMPLIANCE OFFICER	Na	yes	04/2022	Mar 19, 2026	Mar 19, 2026
POWER, JOHN, PAUL	CHIEF OPERATING OFFICER	Na	yes	03/2017	Mar 19, 2026	Mar 19, 2026
ZABOR, IAN, THOMAS	DIRECTOR/CHIEF EXECUTIVE OFFICER	C	yes	06/2016	Mar 19, 2026	Mar 19, 2026
KNAPP, THOMAS, WILLIAM	PORTFOLIO MANAGER/SHAREHOLDER	B	no	01/2025	Mar 19, 2026	Mar 19, 2026
LADYMAN, ROBERT, MURPHY	PORTFOLIO MANAGER/SHAREHOLDER	B	no	01/2025	Mar 19, 2026	Mar 19, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 19, 2026	$3.5B	$3.5B	27	27	0	n/a	n/a
2024	Mar 27, 2025	$3.1B	$3.1B	26	26	0	n/a	n/a
2023	Mar 25, 2024	$2.7B	$2.7B	25	6	0	n/a	n/a
2022	Mar 29, 2023	$2.3B	$2.3B	25	6	0	n/a	n/a
2021	Mar 24, 2022	$2.0B	$2.0B	23	5	0	n/a	n/a
2020	Mar 29, 2021	$1.6B	$1.6B	23	5	0	n/a	n/a
2019	Mar 27, 2020	$2.2B	$2.2B	26	6	0	n/a	n/a
2018	Mar 27, 2019	$2.2B	$2.2B	28	7	0	n/a	n/a
2017	Mar 27, 2018	$2.8B	$2.8B	26	5	0	n/a	n/a
2016	Mar 10, 2017	$2.9B	$2.9B	28	4	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$3.5B	$3.1B	15.0%	$2.3B	15.7%	27	26	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
JFB HOLDINGS CORP	8	Oct 30, 2017	Oct 3, 2016	ATLANTA, GA	Firm absorbed	Other	100.0%

Relationships

Registered with (18)

← MITCHELL ALLEN GENTRYAdvisorregistration: current employment
Jul 17, 2026 to presentfactForm ADV
← Steven Jared ZimmermanAdvisorregistration: current employment
Jan 27, 2026 to presentfactForm ADV
← ALLEN MICHAEL WHITEAdvisorregistration: current employment
Jan 3, 2023 to presentfactForm ADV
← Stephen Gaylord HalleyAdvisorregistration: current employment
Oct 3, 2019 to presentfactForm ADV
← William Moore ReynoldsAdvisorregistration: current employment
Nov 5, 2018 to presentfactForm ADV
← ROBERT MURPHY LADYMANAdvisorregistration: current employment
Sep 29, 2018 to presentfactForm ADV
← THOMAS WILLIAM KNAPPAdvisorregistration: current employment
Sep 29, 2018 to presentfactForm ADV
← MATTHEW WALLACE KEETERAdvisorregistration: current employment
Dec 21, 2017 to presentfactForm ADV
← RICHARD TERRENCE IRRGANGAdvisorregistration: current employment
Oct 3, 2016 to presentfactForm ADV
← JOHN PAUL POWERAdvisorregistration: current employment
Oct 3, 2016 to presentfactForm ADV
← DENNIS GERALD MCKINNEYAdvisorregistration: current employment
Oct 3, 2016 to presentfactForm ADV
← IAN THOMAS ZABORAdvisorregistration: current employment
Oct 3, 2016 to presentfactForm ADV
← KEITH RICHARD TELESCAAdvisorregistration: current employment
Oct 3, 2016 to presentfactForm ADV
← EDISON TATE LAMBETHAdvisorregistration: current employment
Oct 3, 2016 to presentfactForm ADV
← SAMUEL HUTCHINS BORLANDAdvisorregistration: current employment
Oct 3, 2016 to presentfactForm ADV
← WILLIAM ANDREW BRUNERAdvisorregistration: current employment
Oct 3, 2016 to presentfactForm ADV
← Jessica Laine GrinerAdvisorregistration: previous registration
Sep 1, 2017 to Jun 7, 2018factForm ADV
← MARLENE ROSEMARIE WILSONAdvisorregistration: previous registration
Oct 3, 2016 to Apr 26, 2017factForm ADV

Controls (5)

← IRRGANG, RICHARD, TERRENCEOwnerDIRECTOR/ CHIEF EXECUTIVE OFFICER, ownership code C, individual
Jun 1, 2016 to Mar 25, 2024factForm ADV
← POWER, JOHN, PAULOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 27, 2018 to Mar 25, 2024factForm ADV
← ZABOR, IAN, THOMASOwnerDIRECTOR/CORPORATE SECRETARY, ownership code C, individual
Jun 1, 2016 to Mar 25, 2024factForm ADV
← BRUNER, WILLIAM, ANDREWOwnerDIRECTOR/CHIEF FINANCIAL OFFICER, ownership code C, individual
Jun 1, 2016 to Mar 25, 2024factForm ADV
← LORREN, PHILLIP, DAVIDOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 26, 2022 to Mar 25, 2024factForm ADV

Moved with (1)

← JFB HOLDINGS CORPRegistered adviser8 advisors, firm absorbed, same day
Oct 30, 2017 to Oct 3, 2016factForm ADV

Dated events

Occurred
Apr 26, 2022
Control person joined
David Phillip Lorren (Chief Compliance Officer) appeared on Schedule A of Equity Investment Corp
Form ADVobserved 4 days ago
Occurred
Apr 26, 2022
Control person left
Jagat Barbara Trivedi (Chief Compliance Officer) no longer on Schedule A of Equity Investment Corp (listed 2022-03-24, absent 2022-04-26)
Form ADVobserved 4 days ago
Occurred
Mar 24, 2022
Regulatory AUM changed
Equity Investment Corp reported RAUM $2.0B, up 26% from $1.6B (2021-03-29 to 2022-03-24)
Form ADVobserved 4 days ago
$420M
Occurred
Mar 29, 2021
Regulatory AUM changed
Equity Investment Corp reported RAUM $1.6B, down 28% from $2.2B (2020-06-16 to 2021-03-29)
Form ADVobserved 4 days ago
$-638M
Occurred
Aug 19, 2016
Succession filed (Item 4)
Five Falls Capital Partners, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
Jun 1, 2016
First Form ADV filing
Bzi Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0ae36555-3d0b-bcb9-b172-98d62336aa7c
First observed: Jun 1, 2016
Last observed: Mar 19, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EQUITY INVESTMENT CORP

EQUITY INVESTMENT CORPORATION, CRD 283930

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0ae36555-3d0b-bcb9-b172-98d62336aa7c

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:04 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RICHARD TERRENCE IRRGANG

Chartered Financial Analyst

ATLANTA, GA

JOHN PAUL POWER

n/a

ATLANTA, GA

yes

DENNIS GERALD MCKINNEY

n/a

ATLANTA, GA

yes

IAN THOMAS ZABOR

Chartered Financial Analyst

ATLANTA, GA

KEITH RICHARD TELESCA

Certified Financial Planner

Villanova, PA | ATLANTA, GA

yes

EDISON TATE LAMBETH

n/a

ATLANTA, GA

yes

SAMUEL HUTCHINS BORLAND

n/a

Boynton Beach, FL | ATLANTA, GA

yes

WILLIAM ANDREW BRUNER

Chartered Financial Analyst

ATLANTA, GA

MATTHEW WALLACE KEETER

n/a

ATLANTA, GA

n/a

yes

ROBERT MURPHY LADYMAN

Chartered Financial Analyst

ATLANTA, GA

n/a

THOMAS WILLIAM KNAPP

Chartered Financial Analyst

ATLANTA, GA

n/a

William Moore Reynolds

n/a

ATLANTA, GA

n/a

yes

Stephen Gaylord Halley

n/a

ATLANTA, GA

yes

ALLEN MICHAEL WHITE

n/a

ATLANTA, GA

Steven Jared Zimmerman

n/a

ATLANTA, GA

yes

MITCHELL ALLEN GENTRY

Chartered Financial Analyst

ATLANTA, GA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRUNER, WILLIAM, ANDREW

DIRECTOR/CHIEF FINANCIAL OFFICER

yes

06/2016

Mar 19, 2026

IRRGANG, RICHARD, TERRENCE

Director

yes

06/2016

Mar 19, 2026

LORREN, PHILLIP, DAVID

CHIEF COMPLIANCE OFFICER

yes

04/2022

Mar 19, 2026

POWER, JOHN, PAUL

CHIEF OPERATING OFFICER

yes

03/2017

Mar 19, 2026

ZABOR, IAN, THOMAS

DIRECTOR/CHIEF EXECUTIVE OFFICER

yes

06/2016

Mar 19, 2026

KNAPP, THOMAS, WILLIAM

PORTFOLIO MANAGER/SHAREHOLDER

01/2025

Mar 19, 2026

LADYMAN, ROBERT, MURPHY

PORTFOLIO MANAGER/SHAREHOLDER

01/2025

Mar 19, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$3.5B

n/a

2024

Mar 27, 2025

$3.1B

n/a

2023

Mar 25, 2024

$2.7B

n/a

2022

Mar 29, 2023

$2.3B

n/a

2021

Mar 24, 2022

$2.0B

n/a

2020

Mar 29, 2021

$1.6B

n/a

2019

Mar 27, 2020

$2.2B

n/a

2018

Mar 27, 2019

$2.2B

n/a

2017

Mar 27, 2018

$2.8B

n/a

2016

Mar 10, 2017

$2.9B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$3.5B

$3.1B

15.0%

$2.3B

15.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

JFB HOLDINGS CORP

Oct 30, 2017

Oct 3, 2016

ATLANTA, GA

Firm absorbed

Other

100.0%