|
⚲
|
| Keyboard |
| The Archer Consulting Group LLC
✚
|
|
|---|---|
| CRD # | 156062 |
| SEC # | 801-113282 |
| CIK # | |
| AUM | 192.2 M (2026-03-17) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 985-227-4019 |
| Address | 814 Canal Blvd Thibodaux, LA 70301 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/17/2026) [Brochure] |
|---|
Item 5: Fees and Compensation
brochure). The trading costs are typically absorbed by the firm and/or the investment
representative. If a client’s account holds A-Shares within a wrap fee program, the firm and/or its
investment adviser representative avoids paying the transaction fees charged by other mutual
fund classes, which in effect decreases the firm’s costs and increases its revenues from the
account. Effectively, the cost is transferred to the client from the firm in the form of a lower rate
of return on the specific mutual fund. This creates an incentive for the firm or investment adviser
representative to utilize such funds as opposed to those funds that may be equally appropriate
for a client but do not carry the additional cost of 12b-1 fees. As a policy matter, the firm does
not allow funds that impose 12b-1 or revenue sharing fees on the client’s investment within its
wrap fee programs. Clients should understand and discuss with their investment adviser
representative the types of mutual fund share classes available in the wrap fee program and the
basis for using one share class over another in accordance with their individual circumstances
and priorities.
Part 2A of Form ADV: The Archer Consulting Group, LLC Brochure |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/17/2026) [Brochure] |
|---|
Item 7: Types of Clients
We provide investment advice and portfolio management services to individuals, high net worth
individuals, corporate pension and profit-sharing plans, foundations, endowments, and trust
programs. Because each client is unique, they must be willing to be involved in the planning and
ongoing processes. Such involvement does not have to be time consuming, however we want
our clients to remain informed and have a sense of security about their investments.
Our minimum account requirement is $1,000,000 for our Investment Management Services.
However, this minimum may be waived for a client by ACG, if a waiver is considered appropriate
by the principal(s) of ACG.
Part 2A of Form ADV: The Archer Consulting Group, LLC Brochure |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59 | 169.3 |
| (b) Individuals (high net worth individuals) | 56 | 22.9 |
| (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 | 343 | 192.2 |
| By Discretionary | ||
| Discretionary | 343 | 192.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 343 | 192.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.2 | |
| Total | 343 | 192.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Thomas Leo Advisory LLC
✚
|
MN | 192.7 M |
|
Numa Americas Corp
✚
|
FL | 192.7 M |
|
Davis Private Wealth LLC
✚
|
FL | 192.7 M |
|
Financial Elements Inc
✚
|
IL | 192.6 M |
|
Excel Capital Management Corp
✚
|
NJ | 192.5 M |
|
Oakmont Investment Advisors Inc
✚
|
PA | 192.2 M |
|
Gregory Lyle & Co
✚
|
192.2 M | |
|
Belmont Private Wealth
✚
|
192.1 M | |
|
Investors Mosaic LLC
✚
|
192.1 M | |
|
CLS Financial Advisors Inc
✚
|
OR | 192.0 M |