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EQUITY INVESTMENT CORP
Legal name: EQUITY INVESTMENT CORPORATION
CRD 283930File 801-107945
APPROVED
Retail clients
Filing as of Mar 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.51B
Top 25% of cohort (national)
Discretionary AUM
$3.51B
Clients
6,761
6,761 accounts
Employees
27
Top 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 15, 2016
- Principal office
- 1776 PEACHTREE STREET NW, SUITE 600S, ATLANTA, GA, 30309
- Phone
- 404-239-0111
- Website
- HTTP://WWW.EICATLANTA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.51B
- Discretionary AUM
- $3.51B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 6,761
- Non-discretionary accounts
- 0
- Total accounts
- 6,761
- AUM per client
- $519K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 127 | $98.5M |
| Insurance companies | 3 | $63.6M |
| Investment companies | 1 | $353.0M |
| Charitable organizations | 73 | $116.0M |
| High net worth individuals | 464 | $1.16B |
| Pension and profit sharing plans | 5 | $82.2M |
| State or municipal government entities | 2 | $20.0M |
| Individuals (other than high net worth individuals) | 6,086 | $1.61B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 26 | 27 | increased by1 |
| Apr 1, 2026 | Clients | 6,039 | 6,761 | increased by722 |
| Apr 1, 2026 | AUM | $3,051,151,512 | $3,509,589,101 | increased by$458,437,589 |
| Apr 1, 2026 | Accounts | 6,039 | 6,761 | increased by722 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 22 | 26 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,500 | 6,039 | increased by2,539 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,027,421,875 | $3,051,151,512 | increased by$1,023,729,637 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,500 | 6,039 | increased by2,539 |
| May 1, 2022 | Employees | 23 | 22 | decreased by1 |
| Apr 1, 2022 | Clients | 3,325 | 3,500 | increased by175 |
| Apr 1, 2022 | AUM | $1,607,601,754 | $2,027,421,875 | increased by$419,820,121 |
| Apr 1, 2022 | Accounts | 3,325 | 3,500 | increased by175 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “EQUITY INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EQUITY INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.