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⚲
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| Openarc Corporate Advisory LLC
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|
|
|---|---|
| CRD # | 336837 |
| SEC # | 801-133754 |
| CIK # | 0002111345 |
| AUM | $10.1 B (2026-05-29) |
| Employees | 146 (55% Investors, 0% Brokers) |
| Phone | 844-648-6001 |
| Address | 3550 Peachtree Road NE Atlanta, GA 30326 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.4 | ||
| Home Depot Inc | 0.2 | ||
| SPDR Gold Trust | 0.2 | ||
| Apple Inc | 0.1 | ||
| Roper Industries Inc | 0.1 | ||
| United Parcel Service Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amgen Inc | 0.1 | ||
| Palantir Technologies Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,485 | 0.9 |
| (b) Individuals (high net worth individuals) | 2,356 | 9.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 14,525 | 10.1 |
| By Discretionary | ||
| Discretionary | 14,525 | 10.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 14,525 | 10.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.1 | |
| Total | 14,525 | 10.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002111345] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Parallel Advisors LLC
✚
|
CA | 10.3 |
|
Bartlett & Co Wealth Management LLC
✚
|
OH | 10.3 |
|
Callan Family Office LLC
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|
PA | 10.2 |
|
Valmark Advisers Inc
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|
OH | 10.2 |
|
Shepherd Kaplan LLC
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|
MA | 10.2 |
|
Conrad Siegel Investment Advisors Inc
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|
PA | 10.1 |
|
McQueen Financial Advisors II Inc
✚
|
MI | 10.1 |
|
Agincourt Capital Management LLC
✚
|
VA | 10.0 |
|
Plancorp LLC
✚
|
MO | 9.9 |
|
River Road Asset Management LLC
✚
|
KY | 9.9 |