Openarc Corporate Advisory, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 336837
- Registered since
- July 8, 2025
- Website
- www.openarccorporate.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.3%
- Individuals9.34%
- Corporations / Businesses0.2%
- Charitable Organizations0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Openarc Corporate Advisory, LLC is a privately held limited liability company that operates as an independent registered investment adviser. The firm registered with the SEC in 2025 and positions itself as a capital allocator for individual and family clients. It offers a mix of fee arrangements — percentage of AUM, hourly billing, and fixed fees — and provides financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and manager selection services. The firm identifies as an active ESG investor and maintains an affiliation with the insurance industry.
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 Funds49%
- Exchange Traded Equities36%
- Cash & Cash Equivalents10%
- State & Local Bonds4%
- US Government Bonds1%
Owners & executives
3 of 4
Jeffrey Neumeyer
Partner and Chief Investment OfficerCRD 4270097
Emily Fletcher
COO & Managing PartnerCRD 2350208
Michael Sontag
Chief Financial OfficerCRD 5159430
Contacts
3 of 118
Sydney Wiggins
Senior Vice PresidentCRD 6119886
Cynthia Yepez
Assistant Vice PresidentCRD 7496600
Hunter Bailey
Financial AdvisorCRD 7538833
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 316Active vs passive
$5.7B in ETFs
56%
$3.2B
34%
$2.5B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $373M | 3,004,395 | 6.54% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 3550 Peachtree Rd Ne
- Time zone
- ET (UTC-5)
- Office locations
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