ARC Advisory LLC

Overview

ARC Advisory LLC is a limited liability company that registered with the SEC in 2024 and bills clients on a percentage-of-AUM basis. The firm describes its client base as institutional while also providing portfolio management for individuals, small businesses, and business/institutional clients. ARC is not positioned as an ESG-focused advisor, does not act as a pension consultant or capital allocator, and is not registered as a multi-state adviser. ARC’s advisory work appears focused on managed portfolios rather than delegated capital allocation: its reported assets are held as non-discretionary, and the firm relies on third-party managers for parts of its investment lineup. The ownership structure is a combination of a domestic entity and individuals.

Assets & Accounts

Investments & Alternatives

Location & Offices