Armor Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$354,280,110
Clients
201
Advisors
4
of 6 employees
About
Armor Investment Advisors provides comprehensive financial planning, discretionary investment management, and investment consulting to individuals, high‑net‑worth families, foundations, and corporate retirement plans. The firm works with clients on estate and wealth preservation matters as well as pooled and institutional accounts, and offers participant‑directed retirement plan consulting alongside its individual wealth services.
Armor applies a team‑based fiduciary process that integrates ongoing Risk Assessments and Action Plans into portfolio construction, documenting objectives in Client Investment Policy Statements. Investment implementation uses a multi‑asset, core‑satellite approach informed by top‑down economic cycle analysis and five market pillars (valuation, momentum, technicals, sentiment, and flows), with regular monitoring and quarterly reporting.
Distinctive features include a focus on educating plan fiduciaries and plan participants—Armor explicitly provides fiduciary education and, upon request, can accept heightened ERISA 3(38) discretionary responsibility for retirement plans. The advisory team is composed of credentialed planners who combine planning and investment management at no additional fee and make use of custodian‑provided educational and networking resources as part of their operational model.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for financial planning generally range from $2,500 to $40,000.
$0 - $500,000: 1.20% $500,001 - $1,000,000: 0.80% $1,000,001 - $5,000,000: 0.65% $5,000,001 - $15,000,000: 0.50% $15,000,001 - $25,000,000: 0.45% $25,000,001+: 0.40%
$250 to $300 per hour for financial planning and consulting services.
Financial planning services may be charged as monthly fees (amount not specifically stated).
Minimum fee: Minimum fee of $1,500 per quarter Fee-only: Fee-only investment advisor; no commissions received.
Main office
4101 Lake Boone Trail, Suite 208
Raleigh NC 27607
Advisors at this office
4
Most active in
Florida · Georgia · North Carolina · South Carolina · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Quick links
Advisors at this firm
John P
CFP®, Series 65
Raleigh, NC
Armor Investment Advisors, LLC
John Purrington is a CFP® with 18 years of industry experience currently serving at Armor Investment Advisors, LLC in Raleigh, NC. He has been with Armor Investment Advisors since 2007. Outside of his advisory role, he manages family investment partnerships, coordinating activities with family members. Armor Investment Advisors serves individuals, families—including high-net-worth clients—and institutional entities by providing comprehensive financial planning, discretionary investment management, and investment consulting. The firm applies a team-based process under a fiduciary standard, integrating multi-asset-class portfolio construction with ongoing financial planning and educational support for retirement-plan sponsors and participants.
Graham S
CFP®, Series 63
Raleigh, NC
Armor Investment Advisors, LLC
Graham Shepherd is a CFP® with 12 years of experience in the financial industry. He has worked at Armor Investment Advisors, LLC since 2018 and previously held roles at Portfolio Brokerage Services, Inc. and Envestnet Asset Management, Inc. He holds the Series 63 designation. Armor Investment Advisors, LLC serves individuals, families, and institutional clients, including high-net-worth individuals, foundations, and retirement plans. The firm operates under a fiduciary standard and employs a team-based process integrating financial planning with investment management, utilizing a multi-asset-class, core-satellite approach guided by a five-pillar market framework.
Matthew M
CFP®, Series 63, Series 65
Raleigh, NC
Armor Investment Advisors, LLC
Matthew Miller is a CFP® with 12 years of industry experience, currently serving as an advisor at Armor Investment Advisors, LLC in Raleigh, NC. He has been with Armor since 2013. Armor Investment Advisors serves individuals, families, and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm offers comprehensive financial planning, discretionary investment management, and fiduciary consulting, utilizing a team-based process and a multi-asset-class investment approach informed by macroeconomic analysis and a structured market framework.
Allison M
CFP®
Raleigh, NC
Armor Investment Advisors, LLC
Allison Miller is a CFP® professional with six years of industry experience, currently serving as an advisor at Armor Investment Advisors, LLC since 2019. Prior to this, she worked at WMS Partners, LLC from 2016 to 2019. Armor Investment Advisors provides financial planning, discretionary investment management, and consulting services to individuals, high-net-worth families, foundations, and corporate retirement plans. The firm employs a team-based fiduciary process incorporating risk assessments and a multi-asset, core-satellite investment approach informed by economic cycle analysis and multiple market factors.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)