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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ARMADA ADVISORS

ARMADA ADVISORS, INC., CRD 150416

PENSACOLA, FL

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:6e950b44-df47-c433-bd1f-078591ad2567

Data as of Jul 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 22, 2011 to Jul 9, 2026
14 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=0.71 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $190MItem 5.F on the latest filing (2026-07-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $174M
Private client RAUM: $136MderivedItem 5.D individuals plus high net worth individuals
Private client share: 71%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $95.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 692
Individual clients: 279
High net worth clients: 44
SEC number: 801-120409
CRD: 150416
Filings on the tape: 14
First filed: Nov 22, 2011
Latest filed: Jul 9, 2026
Organised: Corporation, FL
Website: armadaadvisors.com

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
WESLEY SYFRETT ODOM	n/a	PENSACOLA, FL	17	34	1	no
Trevor Samuel Odom	n/a	PENSACOLA, FL	4	11	2	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
ODOM, WESLEY, SYFRETT	CHIEF COMPLIANCE OFFICER, PRESIDENT	E	yes	03/2009	Nov 22, 2011	Jul 11, 2024

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	Feb 17, 2026	$190M	$174M	2	2	0	n/a	n/a
2024	Feb 4, 2025	$168M	$153M	2	2	0	n/a	n/a
2023	Jan 30, 2024	$145M	$130M	2	2	0	n/a	n/a
2022	Feb 15, 2023	$134M	$118M	2	2	0	n/a	n/a
2021	Feb 10, 2022	$155M	$151M	2	2	0	n/a	n/a
2011	Feb 10, 2012	$58.0M	$28.7M	n/a	n/a	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
0	0	0	0.0%	0	0	0	0	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	$190M	$168M	13.1%	$134M	12.5%	2	2	0	0

Relationships

Registered with (2)

← Trevor Samuel OdomAdvisorregistration: previous registration
May 15, 2020 to May 6, 2021factForm ADV
← WESLEY SYFRETT ODOMAdvisorregistration: current employment
Aug 11, 2009 to presentfactForm ADV

Controls (1)

← ODOM, WESLEY, SYFRETTOwnerCHIEF COMPLIANCE OFFICER, PRESIDENT, ownership code E, individual
Nov 22, 2011 to Jul 11, 2024factForm ADV

Dated events

Occurred
Jan 29, 2021
First Form ADV filing
Armada Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6e950b44-df47-c433-bd1f-078591ad2567
First observed: Nov 22, 2011
Last observed: Jul 9, 2026 2 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.

ARMADA ADVISORS

ARMADA ADVISORS, INC., CRD 150416

PENSACOLA, FL

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:6e950b44-df47-c433-bd1f-078591ad2567

Data as of Jul 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:48 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WESLEY SYFRETT ODOM

n/a

PENSACOLA, FL

Trevor Samuel Odom

n/a

PENSACOLA, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ODOM, WESLEY, SYFRETT

CHIEF COMPLIANCE OFFICER, PRESIDENT

yes

03/2009

Nov 22, 2011

Jul 11, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 17, 2026

$190M

$174M

n/a

2024

Feb 4, 2025

$168M

$153M

n/a

2023

Jan 30, 2024

$145M

$130M

n/a

2022

Feb 15, 2023

$134M

$118M

n/a

2021

Feb 10, 2022

$155M

$151M

n/a

2011

Feb 10, 2012

$58.0M

$28.7M

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

$190M

$168M

13.1%

$134M

12.5%