ARC ADVISERS LLC
Firm details
- Headquarters
- BOISE, Idaho
- CRD number
- 307497
- Website
- www.arcadvisers.net
- 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
FINTRXOverview
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
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 Funds47%
- Exchange Traded Equities43%
- State & Local Bonds5%
- Cash & Cash Equivalents4%
Contacts
1 of 1COLLIN TODD
PrincipalCRD 5848845
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
THE ASSET CONSULTING GROUP, INC
RIABOISE, ID
GEM STATE INVESTMENT ADVISORS
RIABOISE, ID
INTEGRATED FINANCIAL MANAGEMENT, LLC
RIABOISE, ID
INTERWEST INVESTMENT ADVISORS, INC
RIABOISE, ID
GROW RASMUSSEN CONSULTING LLC
RIABOISE, ID
PACIFIC VALUE, LLC
RIABOISE, ID