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| Keyboard |
| Arc Advisory LLC
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|---|---|
| CRD # | 330258 |
| SEC # | 801-129936 |
| CIK # | |
| AUM | 708.3 M (2026-06-08) |
| Employees | 25 (32% Investors, 0% Brokers) |
| Phone | 510-213-8085 |
| Address | 601 California St San Francisco, CA 94108 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 762 | 708.3 |
| (n) Other | 0 | 0.0 |
| Total | 762 | 708.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 762 | 708.3 |
| Total | 762 | 708.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 706.6 | |
| Total | 762 | 708.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
MO | 711.0 M |
|
Lifelong Wealth Advisors Inc
✚
|
MN | 710.4 M |
|
Redwood Investments LLC
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MA | 710.1 M |
|
Manske Wealth Management LLC
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TX | 707.3 M |
|
Duncker Streett & Co LLC
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MO | 707.3 M |
|
E & G Advisors LP
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|
TX | 706.9 M |
|
Dodds Wealth LLC
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|
CO | 706.2 M |
|
Northcape Wealth Management LLC
✚
|
NY | 706.1 M |
|
Skinner Copper & Ehmen Wealth Management LLC
✚
|
IL | 705.7 M |
|
Bond & Devick Financial Network Inc
✚
|
MN | 705.5 M |