Armadale Asset Management LLC

Armadale Asset Management is an independent, single‑advisor registered investment adviser that provides discretionary portfolio management for individuals, trusts, retirement accounts and business entities, along with ongoing financial planning and model portfolio recommendations to third‑party advisers. Services are delivered through separately managed accounts and custom wealth‑management strategies, including a dedicated REIT strategy and portfolios constructed from ETFs, mutual funds and individual equities.

The firm describes its core Armadale Small/Mid‑Cap Strategy as a bottom‑up, fundamental valuation approach—characterized in the brochure as a private‑equity style approach to public markets—focused on identifying mispriced small‑ and mid‑cap U.S. equities and catalyst‑driven opportunities, often in concentrated positions. It emphasizes proprietary research from SEC filings, conference call transcripts and external data providers, and the adviser may, with client consent, pursue additional tools such as leverage, short positions or options in customized mandates.

Noteworthy aspects disclosed in the brochure that distinguish the firm from many peers include an affiliated vehicle used to test potential investment strategies (Armada/Armadale Fund LP), the provision of model recommendations supplied to other financial advisers, and explicit public reporting of its current discretionary assets (approximately $1.48 million) together with regular client reporting that includes account returns. The brochure also specifically lists corporations and other business entities as eligible clients, a client type the firm highlights alongside its individual and institutional offerings.