Archer Investment Management
Firm details
- Headquarters
- ,
- CRD number
- 146852
- Registered since
- April 9, 2021
- Website
- archerim.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI52.56%
- Individuals47.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Archer Investment Management is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm serves individual and family clients and charges fees based on a percentage of assets under management. Its advisory work centers on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. The firm does not market itself as an ESG-focused manager and, per its regulatory filings, does not operate as a capital allocator. Services are delivered through a traditional advisory model rather than as a multi-state or institutional allocator.
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 Funds73%
- Cash & Cash Equivalents19%
- Exchange Traded Equities3%
- State & Local Bonds2%
- Non-Exchange Traded Equities1%
Contacts
3 of 4
Cheyney Stephens
Financial PlannerCRD 7516299

Marti Bott
Financial PlannerCRD 5793702

Richard Archer
PresidentCRD 2639749
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 116Active vs passive
$338M in ETFs
62%
$210M
22%
$129M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $32.8M | 43,751 | 9.68% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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