DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Equity Investment Corp
Legal name Equity Investment Corporation
Latest filing Mar 19, 2026
First filing on the tape Jun 1, 2016 · 25 filings
SEC status approved since Jun 15, 2016
RAUM
$3.5B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
79%
$2.8B individuals and HNW
Advisors
16
registered through the firm on IAPD
RAUM per advisor
$219M
derived; firm RAUM over IAPD count
Employees
27
27 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$3.5B as of Mar 19, 2026
Mar 10, 2017$2.9B then
HNW client RAUM$1.2B as of Mar 19, 2026
Mar 27, 2018$664M then
State-registered IARs (5.B.3)16 as of Mar 19, 2026
Mar 10, 201714 then
Employees (5.A)27 as of Mar 19, 2026
Mar 10, 201728 then
Private funds: no history
RAUM +15% over the last fiscal year+16% a year over threeIARs 15 to 16
Practice profile
derived from the filing of Mar 19, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $219MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 409derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.5MderivedHNW RAUM over HNW clients
- Average account
- $519,093derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 8.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 16.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- +6.7%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +12%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for investment companiesreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$1.6B46%
- High-net-worth individuals$1.2B33%
- Investment companies$353M10%
- Charitable organizations$116M3.3%
- Corporations and businesses$98.5M2.8%
- Pension and profit-sharing plans$82.2M2.3%
- Insurance companies$63.6M1.8%
- State and municipal entities$20.0M0.6%
- Individual clients
- 6,086reported
- HNW clients
- 464reported
- Pension plan clients
- 5reported
- Charitable clients
- 73reported
- Accounts
- 6,761reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $0 sponsored, $2.7B managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.79 fund_share=0.1 institutional_share=0.08 related_bd=false related_bank=false bd_reps=10.0derived
Advisors registered through the firm
16 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Ian Thomas ZaborChartered Financial Analyst | Atlanta, Ga | Oct 3, 2016 | 27 y | 1 |
| Keith Richard TelescaCertified Financial Planner | Villanova, Pa | Oct 3, 2016 | 25 y | 3 |
| Edison Tate Lambeth | Atlanta, Ga | Oct 3, 2016 | 19 y | 2 |
| Samuel Hutchins Borland | Boynton Beach, Fl | Oct 3, 2016 | 25 y | 1 |
| William Andrew BrunerChartered Financial Analyst | Atlanta, Ga | Oct 3, 2016 | 26 y | 1 |
| Richard Terrence IrrgangChartered Financial Analyst | Atlanta, Ga | Oct 3, 2016 | 30 y | 1 |
| John Paul Power | Atlanta, Ga | Oct 3, 2016 | 33 y | 3 |
| Dennis Gerald Mckinney | Atlanta, Ga | Oct 3, 2016 | 27 y | 5 |
| Matthew Wallace Keeter | Atlanta, Ga | Dec 21, 2017 | 25 y | 0 |
| Robert Murphy LadymanChartered Financial Analyst | Atlanta, Ga | Sep 29, 2018 | 16 y | 0 |
| Thomas William KnappChartered Financial Analyst | Atlanta, Ga | Sep 29, 2018 | 19 y | 0 |
| William Moore Reynolds | Atlanta, Ga | Nov 5, 2018 | 14 y | 0 |
| Stephen Gaylord Halley | Atlanta, Ga | Oct 3, 2019 | 27 y | 3 |
| Allen Michael White | Atlanta, Ga | Jan 3, 2023 | 12 y | 2 |
| Steven Jared Zimmerman | Atlanta, Ga | Jan 27, 2026 | 26 y | 3 |
| Mitchell Allen GentryChartered Financial Analyst | Atlanta, Ga | Jul 17, 2026 | 10 y | 0 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Jessica Laine Griner to Lindner Capital Advisors, Inc.Jun 7, 2018 · RIA to RIA
- Marlene Rosemarie Wilson to RBC Capital Markets, LLCApr 26, 2017 · Other
Joined, latest
- Steven Jared Zimmerman from Polen Capital Management, LLCJan 27, 2026 · Other
- Allen Michael White from Wintrust InvestmentsJan 3, 2023 · RIA to RIA
- Stephen Gaylord Halley from Westend Advisors, LLCOct 3, 2019 · Other
- Keith Richard Telesca from Jfb Holdings CorpOct 3, 2016 · Other
- Edison Tate Lambeth from Jfb Holdings CorpOct 3, 2016 · Other
- Samuel Hutchins Borland from Jfb Holdings CorpOct 3, 2016 · Other
- William Andrew Bruner from Jfb Holdings CorpOct 3, 2016 · Other
- Marlene Rosemarie Wilson from Jfb Holdings CorpOct 3, 2016 · Other
- Richard Terrence Irrgang from Jfb Holdings CorpOct 3, 2016 · Other
- John Paul Power from Jfb Holdings CorpOct 3, 2016 · Other
- Dennis Gerald Mckinney from Jfb Holdings CorpOct 3, 2016 · Other
- Ian Thomas Zabor from Jfb Holdings CorpOct 3, 2016 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 8 joined from Jfb Holdings CorpOct 30, 2017 · Atlanta, Ga · Firm absorbed
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Andrew William Bruner · Director/Chief Financial Officercontrolsince 06/2016 · owns 25% to 50%
- Terrence Richard Irrgang · Directorcontrolsince 06/2016 · owns 25% to 50%
- David Phillip Lorren · Chief Compliance Officercontrolsince 04/2022 · owns less than 5%
- Paul John Power · Chief Operating Officercontrolsince 03/2017 · owns less than 5%
- Thomas Ian Zabor · Director/Chief Executive Officercontrolsince 06/2016 · owns 25% to 50%
- William Thomas Knapp · Portfolio Manager/Shareholdersince 01/2025 · owns 10% to 25%
- Murphy Robert Ladyman · Portfolio Manager/Shareholdersince 01/2025 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Atlanta, Ga · principal | 16 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 6,039 to 6,761Mar 27, 2025 to Mar 19, 2026
- Advisory employees · 26 to 27Mar 27, 2025 to Mar 19, 2026
- BD registered reps · 9 to 10Mar 27, 2025 to Mar 19, 2026
- Charity clients · 71 to 73Mar 27, 2025 to Mar 19, 2026
- Corporate clients · 131 to 127Mar 27, 2025 to Mar 19, 2026
- HNW clients · 369 to 464Mar 27, 2025 to Mar 19, 2026
- Individual clients · 5,457 to 6,086Mar 27, 2025 to Mar 19, 2026
- Employees · 26 to 27Mar 27, 2025 to Mar 19, 2026
- State-registered IARs · 15 to 16Mar 27, 2025 to Mar 19, 2026
- Discretionary RAUM · $3.1B to $3.5BMar 27, 2025 to Mar 19, 2026
- HNW RAUM · $969M to $1.2BMar 27, 2025 to Mar 19, 2026
- Individual RAUM · $1.4B to $1.6BMar 27, 2025 to Mar 19, 2026
- Pension RAUM · $81.5M to $82.2MMar 27, 2025 to Mar 19, 2026
- RAUM · $3.1B to $3.5BMar 27, 2025 to Mar 19, 2026
- Wrap assets (manager) · $2.4B to $2.7BMar 27, 2025 to Mar 19, 2026
- Accounts · 5,241 to 6,039Mar 25, 2024 to Mar 27, 2025
- Advisory employees · 6 to 26Mar 25, 2024 to Mar 27, 2025
- Charity clients · 68 to 71Mar 25, 2024 to Mar 27, 2025
- Corporate clients · 127 to 131Mar 25, 2024 to Mar 27, 2025
- HNW clients · 328 to 369Mar 25, 2024 to Mar 27, 2025
- Individual clients · 4,707 to 5,457Mar 25, 2024 to Mar 27, 2025
- Employees · 25 to 26Mar 25, 2024 to Mar 27, 2025
- Financial planning clients · 0 to 0Mar 25, 2024 to Mar 27, 2025
- Discretionary RAUM · $2.7B to $3.1BMar 25, 2024 to Mar 27, 2025
- HNW RAUM · $836M to $969MMar 25, 2024 to Mar 27, 2025
- Individual RAUM · $1.2B to $1.4BMar 25, 2024 to Mar 27, 2025
- Pension RAUM · $72.9M to $81.5MMar 25, 2024 to Mar 27, 2025
- RAUM · $2.7B to $3.1BMar 25, 2024 to Mar 27, 2025
- Wrap assets (manager) · $2.0B to $2.4BMar 25, 2024 to Mar 27, 2025
- Accounts · 4,478 to 5,241Mar 29, 2023 to Mar 25, 2024
- Charity clients · 63 to 68Mar 29, 2023 to Mar 25, 2024
- Corporate clients · 105 to 127Mar 29, 2023 to Mar 25, 2024
- HNW clients · 278 to 328Mar 29, 2023 to Mar 25, 2024
- Individual clients · 4,020 to 4,707Mar 29, 2023 to Mar 25, 2024
- Discretionary RAUM · $2.3B to $2.7BMar 29, 2023 to Mar 25, 2024
- HNW RAUM · $675M to $836MMar 29, 2023 to Mar 25, 2024
- Individual RAUM · $1.1B to $1.2BMar 29, 2023 to Mar 25, 2024
- Pension RAUM · $68.1M to $72.9MMar 29, 2023 to Mar 25, 2024
- RAUM · $2.3B to $2.7BMar 29, 2023 to Mar 25, 2024
- Wrap assets (manager) · $1.7B to $2.0BMar 29, 2023 to Mar 25, 2024
Signals
6 dated events
- David Phillip Lorren (Chief Compliance Officer) appeared on Schedule A of Equity Investment CorpApr 26, 2022 · Control person joined · fact
- Jagat Barbara Trivedi (Chief Compliance Officer) no longer on Schedule A of Equity Investment Corp (listed 2022-03-24, absent 2022-04-26)Apr 26, 2022 · Control person left · inference
- Equity Investment Corp reported RAUM $2.0B, up 26% from $1.6B (2021-03-29 to 2022-03-24)Mar 24, 2022 · RAUM change · derived
- Equity Investment Corp reported RAUM $1.6B, down 28% from $2.2B (2020-06-16 to 2021-03-29)Mar 29, 2021 · RAUM change · derived
- Five Falls Capital Partners, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)Aug 19, 2016 · Succession (Item 4) · fact
- Bzi Partners, Llc filed its initial SEC registration (Form ADV)Jun 1, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@eicatlanta.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- ppower@eicatlanta.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business email
- tlambeth@eicatlanta.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 404-239-0111reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/equity-investment-corporationreportedpublic record, Form ADV, Sep 17, 2026
- Website
- EICATLANTA.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 404-239-0111reportedpublic record, Form ADV, Mar 19, 2026
- Contact form
- eicatlanta.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $219Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026