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 operates as an independent registered investment adviser and positions itself as a capital allocator for individual and family clients. The firm provides a mix of financial planning and portfolio management services for individuals, small businesses, and institutional/business clients, and it also offers pension consulting and manager selection services. Fee schedules include percentage-of-AUM arrangements alongside hourly and fixed-fee engagements. Openarc reports being an active ESG investor and routes a portion of client capital to external managers and funds rather than running a predominantly proprietary lineup. The firm registered with the SEC in 2025 and identifies as a limited liability company that combines advisory duties with third-party manager selection.
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 5
Michael Sontag
Chief Financial OfficerCRD 5159430
Robert Rickles
Senior Vice President & Chief Marketing OfficerCRD 4537412
Jeffrey Neumeyer
Partner and Chief Investment OfficerCRD 4270097
Contacts
3 of 118
Chester Rollins
Managing Director & Senior Wealth AdvisorCRD 5699591
Robert Cramer
PartnerCRD 5888208
Alexandra Khoury
Managing DirectorCRD 5901078
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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