Archford Capital Strategies LLC

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Assets, Funds, Holdings

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Archford Capital Strategies LLC
CRD #164482
SEC #801-76851
CIK #0001606609
AUM $1.5 B (2026-04-30)
Employees 45 (36% Investors, 2% Brokers)
Phone618-416-7085
Address13 Wolf Creek
Swansea, IL 62226
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
1500120090060030002010201520212027
CIK Period
0001606609
Sector Form 13F Holdings Value ($B)
Nvidia Corp 0.0
Apple Inc 0.0
Microsoft Corp 0.0
Alphabet Inc 0.0
Visa Inc 0.0
Broadcom Inc 0.0
Micron Technology Inc 0.0
Amazon Com Inc 0.0
Taiwan Semiconductor Manufacturing Co Ltd 0.0
Johnson & Johnson 0.0
Lam Research Corp 0.0
Cisco Systems Inc 0.0
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 496 182.8
(b) Individuals (high net worth individuals) 278 1,011.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 67 206.4
(h) Charitable organizations 6 21.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 13 67.4
(n) Other 0 0.0
Total 4,113 1,489.1
By Discretionary
Discretionary 4,113 1,489.1
Non-Discretionary 0 0.0
Total 4,113 1,489.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,489.1
Total 4,113 1,489.1
EDGAR Form CIK 2011 - 2026
13F-HR [0001606609]
Comparable Firms State AUM ($B)
Compak Asset Management
CA 1.5
Goehring & Rozencwajg Associates LLC
NY 1.5
MLG Wealth Management Inc
MN 1.5
Retirement Investment Advisors Inc
OK 1.5
Allied Investment Advisors LLC
MT 1.5
Apriem Advisors
CA 1.5
Flexible Plan Investments Ltd
MI 1.5
Hottinger & Co Limited
1.5
Horan Wealth LLC
OH 1.5
Activest Wealth Management LLC
FL 1.5
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