Armory Capital Management, LLC

Armory Capital Management, LLC, based in Syracuse, New York, is an independent investment advisory firm established in July 2009 following a spinoff from Green & Seifter Investment Advisers, LLC. The firm specializes in fee-only investment management, financial planning, retirement planning, and wealth management services. As of December 31, 2024, Armory Capital Management managed approximately $123.1 million of client assets on a discretionary basis and $21.1 million on a non-discretionary basis. The firm offers investment supervisory services to individuals, trusts, estates, charitable organizations, corporations, and other entities, managing portfolios based on clients' goals and objectives. Additionally, they provide pension consulting services and financial planning advice. Armory Capital Management charges fees based on a tiered structure for investment supervisory services and qualified retirement plans. The firm does not charge performance-based fees and does not have a minimum account size requirement. Their investment strategies include asset allocation and long-term purchases, with a focus on fundamental analysis and mutual fund/ETF analysis. Armory Capital Management emphasizes risk management and does not use margin transactions as an investment strategy. The firm does not vote proxies on behalf of clients and does not have any disciplinary information to report. Clients receive regular account reviews and performance reports, and the firm does not have any financial conditions that would impair its ability to meet client commitments.