Chief Operating Officer and Chief Compliance Officer · Armor Investment Advisors, LLC
Graham F. Shepherd
CRD 5560183 · Named on Form ADV at one SEC-registered adviser
At a glance
Armor Investment Advisors, LLC, an SEC-registered wealth manager based in Raleigh, NC with $356 million in regulatory assets, lists Graham F. Shepherd on its Form ADV as Chief Operating Officer and Chief Compliance Officer, a control person.
Firms and roles
- Armor Investment Advisors, LLCChief Operating Officer and Chief Compliance OfficerWealth manager · Raleigh, NC · $356M in regulatory assets
AtlasMembers
Graham’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- John V. PurringtonChief Executive Officer, Armor Investment Advisors, LLC
- Matthew C. MillerChief Financial Officer, Armor Investment Advisors, LLC
- Allison R. MillerMember, Armor Investment Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Graham’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.