SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Equity Investment Corp
Atlanta, GA
Equity Investment Corporation, CRD 283930
Firm filing updated March 19, 2026 ·
- $3.5BAssets
- 6,761Clients
- 27Advisory staff
- 6,761Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals6,086
- High net worth individuals464
- Corporations or other businesses127
- Charities73
- Pension and profit sharing plans5
- and 3 more6
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 6,086 | $1.6 billion |
| High net worth individuals | 464 | $1.2 billion |
| Investment companies | 1 | $353.0 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $82.2 million |
| Charitable organizations | 73 | $116.0 million |
| State or municipal government entities (including government pension plans) | 2 | $20.0 million |
| Insurance companies | 3 | $63.6 million |
| Corporations or other businesses not listed above | 127 | $98.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$3.5 billion
- Accounts6,761
- DiscretionaryAll accounts
People
- Employees27
- Advisory staff27
- Broker-dealer reps10
- Licensed insurance agents0
- Planning clients0
Advisors
8 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Equity Investment Corporation SEC-registered investment advisor. CRD 283930, SEC file 801-107945.
- Registered with the SEC as an investment advisor (status date on record: June 15, 2016).
Is Equity Investment Corp a fiduciary?
Short answer: Equity Investment Corp is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 10 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.