Arca Archa, LLC
Firm details
- Headquarters
- ,
- CRD number
- 145490
- Website
- arcaarcha.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals67.23%
- HNWI32.43%
- Corporations / Businesses0.34%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Arca Archa, LLC is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutions, offering financial planning and portfolio management for individuals, small businesses, and business or institutional clients. Its billing is flexible and includes percentage-of-assets, hourly charges, and fixed fees. Investment activity is concentrated in publicly traded equities, with a clear preference for exchange-traded instruments. The firm reports a largely non-discretionary relationship with clients, meaning clients retain decision authority while Arca Archa provides advice and model construction. The firm also maintains an insurance company affiliation as part of its industry relationships.
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
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Shandon Gelbaugh
Co-OwnerCRD 4638868
Seth Nixon
MemberCRD 5454185
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
C Financial And Tax Associates
RIARiverside, CA
Keel Capital Ab
RIAStockholm
Plimsoll Financial Planning, LLC
RIAHickory Financial Group, LLC
RIAHickory, NC
Legacy Wealth Planning, LLC
RIAOverland Park, KS