AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
TK

Thomas W. Knapp

EQUITY INVESTMENT CORP
Atlanta, GA 30309
Some features on this profile are disabled
CRD#: 5369970
TK

Professional summary

Thomas William Knapp, CFA is a registered financial advisor currently at EQUITY INVESTMENT CORP located in Atlanta, Georgia.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Thomas has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas William Knapp's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFA

Chartered Financial Analyst

Experience

Current

September 29, 2018 - Present

EQUITY INVESTMENT CORP

Office #1: 1776 Peachtree Street Nw Suite 600s, Atlanta, GA 30309
RIA
CRD#: 283930
Atlanta, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EI
EQUITY INVESTMENT CORP
BZI PARTNERS, LLC | FIVE FALLS CAPITAL PARTNERS, LLC | EQUITY INVESTMENT CORPORATION ACQUISITION, INC. | EQUITY INVESTMENT CORPORATION | EQUITY INVESTMENT CORP

CRD#: 283930 / SEC#: 801-107945

RIA
Registered Investment Advisory firm - (6/15/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(11/19/2018)
IAR
Texas
(9/29/2018)

Exams

Current Firm

EI
EQUITY INVESTMENT CORP
BZI PARTNERS, LLC | FIVE FALLS CAPITAL PARTNERS, LLC | EQUITY INVESTMENT CORPORATION ACQUISITION, INC. | EQUITY INVESTMENT CORPORATION | EQUITY INVESTMENT CORP

CRD#: 283930 / SEC#: 801-107945

RIA
Registered Investment Advisory firm - (6/15/2016 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1776 Peachtree Street Nw Suite 600s, Atlanta, GA 30309
Mailing Address
Phone number
(404) 239-0111
Established
Firm type
Fiscal year end
# of Employees
26

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EQUITY INVESTMENT CORPORATION ADV 2A & 2B DATED MARCH 27, 2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts6,039
AUM (Assets Under Management)$ 3,051,151,512

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

EQUITY INVESTMENT CORP

CRD#: 283930Atlanta, GA 30309

TRUST BUT VERIFY

Monitor Thomas Knapp

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Robert L Busby
Robert BusbyAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Atlanta, GA
TP
Tyrane PerryAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
Atlanta, GA
KC
Kermit CottrellAdvisorCheck Check Mark
STATE FARM VP MANAGEMENT CORP.
RR
Dunwoody, GA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics