ARCHER INVESTMENT CORPORATION
Firm details
- Headquarters
- CARMEL, Indiana
- CRD number
- 136403
- Registered since
- August 12, 2005
- Website
- www.archerinvestment.com
- Custodians
- TRADE-PMR INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI41.3%
- Individuals35.09%
- Investment Companies16.89%
- Pension & Profit Sharing Plans6.72%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Archer Investment Corporation is a privately owned, SEC-registered investment advisory corporation that has been operating since 2005. The firm serves both individual and family clients as well as institutional clients, delivering portfolio management across several client types including individuals/small businesses, investment companies, and businesses or institutional accounts. They also provide pension consulting services. Compensation comes through a mix of percentage-of-AUM fees and fixed fees. The firm does not position itself as an ESG-focused allocator. Archer received recognition from Forbes in 2023 as one of America's Top RIA Firms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Exchange Traded Equities8%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds2%
Owners & executives
2 of 2THOMAS FAULCONER
CEOCRD 2328631
MASON HEYDE
Chief Operating OfficerCRD 6118747
Contacts
3 of 73DARREL SHINN
Investment AdviserCRD 4124818
Timothy Crain
OwnerCRD 8183361
RAND HOLYOAK
Investment Advisor RepresentativeCRD 6099499
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 578Active vs passive
$357M in ETFs
54%
$194M
23%
$163M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $26.4M | 45,754 | 7.39% |
Location
CARMEL, IN
HAMILTON
Location
CARMEL, IN
Headquartered in CARMEL, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- HAMILTON
- Address
- 11711 N College Ave
- Time zone
- ET (UTC-5)
- Office locations
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