Arcanum Capital Management LLC

RIASEC Registered
Total AUM
$2.1M
Discretionary
$2.1M
100% of AUM
Avg account
$133K
Accounts
16
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
335833
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Arcanum Capital Management LLC is a small, independent registered investment adviser that provides financial planning and portfolio management primarily to individual and family clients and small businesses. The firm runs a compact advisory practice focused on managing discretionary portfolios, using pooled mutual fund exposures for core positions while supplementing client allocations with third-party alternative real estate funds. Its fee structure is flexible: the firm charges percentage-of-AUM fees, fixed fees and may engage in performance-based fee arrangements for certain client relationships or mandates. Arcanum does not identify as an active ESG investor and does not present itself as a multi-state adviser. Investment activity centers on public funds as the dominant vehicle for liquid exposure, with a meaningful portion of assets held in mutual funds. Alternatives activity is limited to allocations in real estate via external managers rather than in-house direct real estate holdings. Advisory services emphasize tailored planning and portfolio management for a small client base rather than scale-driven institutional mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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 65%, Exchange Traded Equities 25%, State & Local Bonds 10%65%
  • Public Funds/Mutual Funds65%
  • Exchange Traded Equities25%
  • State & Local Bonds10%

Contacts

1 of 1
  • David Schiller

    FounderCRD 5693892

Wealth teams

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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

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth