ARC ASSET MANAGEMENT LLC

RIASEC Registered
Total AUM
$86.8M
Discretionary
$86.7M
100% of AUM
Avg account
$5.8M
Accounts
15
Employees
7
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 38%, Exchange Traded Equities 33%, Cash & Cash Equivalents 21%, State & Local Bonds 7%, Investment Grade Corp Bonds 1%38%
  • Public Funds/Mutual Funds38%
  • Exchange Traded Equities33%
  • Cash & Cash Equivalents21%
  • State & Local Bonds7%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • Joseph Henshaw

    Chief Compliance OfficerCRD 7847099

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth