Equity Investment Corp is an SEC registered investment adviser organized as a corporation with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 19, 2026, reports $3.5B in regulatory assets under management, 27 employees, and 6,761 accounts.
Assets Under Management
$3.5B
Employees
27
Offices
--
Total Clients
6,761
Primary office
ATLANTA, GA
1776 PEACHTREE STREET NW, SUITE 600S, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.0% of total clients.
Top client categories% of clientsClients
1
Individuals
90.0%
6,086
2
HNWI
6.9%
464
3
Corporations
1.9%
127
4
Charitable
1.1%
73
5
Pension Plans
0.1%
5
Additional categories (<0.1%)
Insurance Cos.<5 clients
Government<5 clients
Investment Cos.<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.5Bas of March 19, 2026
Discretionary100.0%
$3.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.5B
Total Accounts6,761
10Y AUM Change+$610M (+21.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees27
Clients per Employee250:1
10Y Employee Change-1 (-3.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.