Arsenal Capital Advisors LLC
Firm details
- Headquarters
- Conshohocken, Pennsylvania
- CRD number
- 325612
- Registered since
- December 18, 2025
- Website
- www.arsenalcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.6%
- Corporations / Businesses0.4%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Arsenal Capital Advisors LLC is an independent, owner-operated RIA organized as an LLC and registered with the SEC in 2025. The firm serves individual and family clients on a percentage-of-AUM fee model and provides financial planning plus portfolio management for individuals, small businesses, and pooled investment vehicles. It does not identify as a capital allocator, is not positioned as an ESG investor, and reports no pension consulting or related-adviser activities.
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
- Exchange Traded Equities38%
- Public Funds/Mutual Funds26%
- Cash & Cash Equivalents24%
- State & Local Bonds11%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Michael Mann
Chief Compliance OfficerCRD 6291554
Contacts
2 of 2
Voltaire Escalona
Founder and Managing PartnerCRD 6376164
William Kish
Managing PartnerCRD 6958933
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$79.3M in ETFs
73%
$57.6M
21%
$21.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $5.8M | 67,088 | 7.29% |
Location
Conshohocken, PA
Montgomery
Location
Conshohocken, PA
Headquartered in Conshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 101 W Elm St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Arba Credit Management, L.P.
RIAConshohocken, PA
Northstar Financial Companies, Inc.
RIAConshohocken, PA
Nest Egg
RIAConshohocken, PA
Kitching Partners, LLC
RIAConshohocken, PA
MMA Asset Management LLC
RIAConshohocken, PA
Wealthfd
RIAConshohocken, PA