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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.