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 an independent, SEC-registered investment adviser (registered in 2025) organized as an LLC. The firm focuses on serving individual and family clients with a mix of financial planning and discretionary portfolio management, and it also provides advisory services to small businesses and institutional clients. Its service menu includes pension consulting and selection-of-other-advisers work. Fee arrangements are flexible: percentage-of-AUM billing is offered alongside hourly and fixed-fee engagements. The firm identifies as a capital allocator and reports active ESG investing practices.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 318Active vs passive
$5.9B in ETFs
55%
$3.2B
35%
$2.6B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $386M | 3,079,974 | 6.57% |
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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