ARC Advisers LLC

RIAState Registered
Total AUM
$105M
Discretionary
$105M
100% of AUM
Avg account
$386K
Accounts
272
Employees
1
Advisory reps
1

Firm details

Headquarters
Boise, Idaho
CRD number
307497
Custodians
CHARLES SCHWAB & CO., INC., GOLDMAN SACHS CUSTODY SOLUTIONS
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI78.69%
  • Individuals21.31%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

ARC Advisers LLC is an independent, owner-operated limited liability company that advises individual and family clients. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements include a percentage of assets under management plus hourly and fixed-fee options. ARC identifies as an active ESG investor and deploys third-party managers for at least some portions of its clients’ alternative allocations.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 47%, Exchange Traded Equities 43%, State & Local Bonds 5%, Cash & Cash Equivalents 4%47%
  • Public Funds/Mutual Funds47%
  • Exchange Traded Equities43%
  • State & Local Bonds5%
  • Cash & Cash Equivalents4%

Contacts

1 of 1
  • Collin Todd

    Collin Todd

    PrincipalCRD 5848845

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Boise, ID

Ada

Location

Boise, ID

Headquartered in Boise, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.

Metro area
Boise City-Mountain Home-Ontario, ID-OR
Region
West
County
Ada
Address
475 W Main St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth