Investment adviser · CRD 283930
EQUITY INVESTMENT CORP
Investment adviser filing (IA)
EQUITY INVESTMENT CORPORATION
ATLANTA, GA, United States · Form ADV filed Mar 19, 2026
- Regulatory AUM
- $3.51B Form ADV · Item 5.F
- Client accounts
- 6,761 Accounts, not individual clients
- Employees
- 27 Reported in this filing
- Advisory professionals
- 27 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 6,086 | $1,611,817,328 | 45.9% |
| High-net-worth individuals | 464 | $1,164,502,860 | 33.2% |
| Investment companies | 1 | $353,028,211 | 10.1% |
| Charities | 73 | $115,970,611 | 3.3% |
| Corporations & businesses | 127 | $98,494,419 | 2.8% |
| Retirement plans | 5 | $82,206,539 | 2.3% |
| Insurance companies | 3 | $63,610,417 | 1.8% |
| Government entities | 2 | $19,958,716 | 0.6% |
Filing source
Form ADV 2066171 · Mar 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 19, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
1776 PEACHTREE STREET NW, SUITE 600SATLANTA, GA, 30309, United States
CRD 283930
Filing source
Form ADV 2066171 · Mar 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.