ARC ADVISERS LLC

RIASEC Registered
Total AUM
$105M
Discretionary
$105M
100% of AUM
Avg account
$386K
Accounts
272
Employees
1
Advisory reps
1

Firm details

Headquarters
BOISE, Idaho
CRD number
307497
Custodians
CHARLES SCHWAB & CO., INC., GOLDMAN SACHS CUSTODY SOLUTIONS
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI78.69%
  • Individuals21.31%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

ARC Advisers LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. Its fee model is flexible, combining a percentage-of-AUM component with options for hourly and fixed-fee engagements, which supports both ongoing advisory relationships and fee-for-service planning work. Investment activity centers on pooled public investment vehicles, with a notable emphasis on mutual funds while also integrating environmental, social and governance (ESG) considerations into manager and fund selection. ARC Advisers acts as a capital allocator for clients, using third‑party managers where appropriate and adapting account-level strategies across a relatively concentrated client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 47%, Exchange Traded Equities 43%, State & Local Bonds 5%, Cash & Cash Equivalents 4%47%
  • Public Funds/Mutual Funds47%
  • Exchange Traded Equities43%
  • State & Local Bonds5%
  • Cash & Cash Equivalents4%

Contacts

1 of 1
  • COLLIN TODD

    PrincipalCRD 5848845

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

BOISE, ID

ADA

Location

BOISE, ID

Headquartered in BOISE, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.

Metro area
Boise City-Mountain Home-Ontario, ID-OR
Region
West
County
ADA
Address
475 W Main St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth