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| Happy Holidays!! thanks for using AUM13F!! |
| Archer Investment Corporation
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| CRD # | 136403 |
| SEC # | 801-64607 |
| CIK # | 0001498927, 0002052868, 0001803804 |
| AUM | $900.5 M (2025-05-19) |
| Employees | 82 (100% Investors, 2% Brokers) |
| Phone | 317-581-5664 |
| Address | 11711 N College Ave Carmel, IN 46032 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 6.8 | ||
| Apple Inc | 6.0 | ||
| Facebook Inc | 5.3 | ||
| J P Morgan Chase & Co | 5.3 | ||
| AMB Property Corp | 5.2 | ||
| Broadcom Inc | 4.9 | ||
| Nvidia Corp | 3.6 | ||
| Amazon Com Inc | 3.0 | ||
| Lockheed Martin Corp | 2.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,459 | 392.2 |
| (b) Individuals (high net worth individuals) | 142 | 309.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 6 | 142.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 33 | 56.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,640 | 900.5 |
| By Discretionary | ||
| Discretionary | 5,640 | 900.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,640 | 900.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 900.5 | |
| Total | 5,640 | 900.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 3 | [0001498927] | |
| 4 | [0001498927] | |
| 6-K | [0001498927] | |
| SC 13D | [0001498927] | |
| 13F-HR | [0001803804] | |
| 13F-HR | [0002052868] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Archer Ltd | KLX Energy Services Holdings Inc | [2020-08-05] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Archer Ltd | |
| Quintana Energy Services Inc. | |
| Archer Assets UK Ltd | |
| Archer Well Co Inc. | |
| Archer Holdco LLC | |
| KLX Energy Services Holdings, Inc. |
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