ARC ASSET MANAGEMENT LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 329460
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.19%
- Pension & Profit Sharing Plans0.81%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
ARC Asset Management LLC is an independent, limited‑liability investment advisory firm that serves individual and family clients. The firm operates as a capital allocator, combining portfolio management and financial planning with the selection of third‑party managers. Revenue is generated through a mix of percentage‑of‑AUM and fixed fees. ARC identifies its core advisory activities as financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It does not characterize itself as an active ESG investor and is not described as a multi‑state adviser or a pension consultant.
Assets & Accounts
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 Funds38%
- Exchange Traded Equities33%
- Cash & Cash Equivalents21%
- State & Local Bonds7%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1Joseph Henshaw
Chief Compliance OfficerCRD 7847099
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 900 Circle 75 Pkwy SE
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
MICHAEL L. BALL, CPA, LLC
RIAAtlanta, GA
WORTHSCAPE, LLC
RIAAtlanta, GA
NORA WEALTH
RIAAtlanta, GA
AVID WEALTH MANAGEMENT GROUP, LLC
RIAAtlanta, GA
HEINZ INVESTMENTS
RIAAtlanta, GA
CRESCENT WEALTH ADVISORY, LLC
RIAAtlanta, GA