Archer Investment Management

RIASEC RegisteredEst. 2021
Total AUM
$371M
Discretionary
$371M
100% of AUM
Avg account
$171K
Accounts
2,174
Employees
4
Advisory reps
4

Firm details

Headquarters
,
CRD number
146852
Registered since
April 9, 2021
Website
archerim.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI52.56%
  • Individuals47.44%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Archer Investment Management is an independent registered investment adviser organized as an LLC. Since registering with the SEC in 2021, the firm has targeted individual and family clients, charging fees as a percentage of assets under management. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Archer does not identify as an active ESG investor in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 73%, Cash & Cash Equivalents 19%, Exchange Traded Equities 3%, State & Local Bonds 2%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Investment Grade Corp Bonds 1%73%
  • Public Funds/Mutual Funds73%
  • Cash & Cash Equivalents19%
  • Exchange Traded Equities3%
  • State & Local Bonds2%
  • Non-Exchange Traded Equities1%

Contacts

3 of 4
  • Cheyney Stephens

    Cheyney Stephens

    Financial PlannerCRD 7516299

  • Marti Bott

    Marti Bott

    Financial PlannerCRD 5793702

  • Richard Archer

    Richard Archer

    PresidentCRD 2639749

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 119

Active vs passive

$281M in ETFs

Passive

63%

$178M

Active

23%

$103M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES S&P 500 VALUE ETF (IVE)BlackRockPassiveLarge Value$13.9M65,6574.94%
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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth