Armada Advisors

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Client assets under management

$135,971,413

Clients

323

14% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

162

Very High

Average account size

$420,964

About

Armada Advisors works with individual and corporate clients, providing both discretionary and non‑discretionary portfolio management, corporate retirement plan consulting, comprehensive financial planning, real estate advisory, and trustee services. The firm places clients’ liquid assets with third‑party custodians and does not act as a custodian itself.

The firm uses a bottom‑up, value‑biased investment approach and employs proprietary relative‑valuation and earnings‑momentum models to evaluate equities, emphasizing low turnover to limit tax consequences. Portfolios are tailored to client time horizons and goals, with a preference for individual bonds held to maturity over bond mutual funds and limited direct foreign security purchases (often using ADRs or external managers for international exposure).

Noteworthy for a two‑advisor practice, Armada manages a relatively large pool of assets while offering trustee services and complimentary periodic reviews of clients’ real estate holdings using publicly available property appraisal data (the firm is not a licensed real estate broker). The firm also provides a broad menu of retirement plan design and consulting services, continues to service legacy insurance policies after exiting new insurance sales, and its principal brings extended wirehouse wealth‑management experience plus specialized retirement planning credentials and outside business interests.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Real estate and trustee advisory

Expertise

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Real estate investing Cash flow / budgeting

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0+: Real estate: no wrap; advisory only (fee percentage not specified) $0+: ETF only: 0.35% $0+: Cash/money market: 0.50% $0+: Bonds: 0.50% $0+: Mutual funds: 1.00% $0+: Equities/ETFs: 1.50%

Commissions

Commission received only from legacy insurance products (life insurance policies sold prior to March 31, 2014)

Project-based

Up to $400/hour (Wesley), $175/hour (Trevor), $90/hour (clerical) for financial planning, consulting, and trustee services

Other

Account minimum: $100,000 Fee-only: Up to $400/hour (Wesley), $175/hour (Trevor), $90/hour (clerical) for financial planning and consulting services; additional hourly fees for trustee services ($400/hour Wesley, $175/hour Trevor, $90/hour clerical)

Main office location

Armada Advisors

1800 N E Street

Pensacola FL 32501, United States

Number of offices

Most active in

Alabama · Florida · Louisiana · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 850-497-6167

Advisors at this firm

Wesley O

Series 63, Series 65

Pensacola, FL

Armada Advisors

Wesley Odom is a financial advisor at Armada Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Armada Advisors since 2009. Outside of his advisory role, he owns and operates Go Retro, a tour company, and Mr. Retro, an importing business. Armada Advisors serves individual and corporate clients with portfolio management, retirement plan consulting, financial planning, real estate advisory, and trustee services. The firm employs a bottom-up, value-biased investment approach using proprietary models and offers tailored portfolios with an emphasis on tax efficiency and individual bond holdings.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Real estate investing Cash flow / budgeting Founder/Business Owner

Trevor O

Series 65

Pensacola, FL

Armada Advisors

Trevor Odom is a financial advisor at Armada Advisors in Pensacola, FL, holding a Series 65 designation with five years of industry experience. His prior roles include positions at Beacon Global Advisor Network, deVere Group, and multiple engagements with Armada Advisors. Outside of finance, his background includes work in recreational sports and wellness at Mercer University and involvement with Go Retro, Inc. Armada Advisors serves individual and corporate clients with discretionary and non-discretionary portfolio management, retirement plan consulting, financial planning, real estate advisory, and trustee services. The firm employs a bottom-up, value-biased investment approach using proprietary valuation models and emphasizes tax-efficient portfolio management tailored to client goals.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Real estate investing Cash flow / budgeting Founder/Business Owner

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