Archford Capital Strategies, LLC

RIASEC Registered

Total AUM

$1.5B

Discretionary

$1.5B

100% of AUM

Avg account

$362K

Accounts

4,113

Employees

Advisory reps

Firm details

Headquarters: Swansea, Illinois
CRD number: 164482
Registered since: June 28, 2012
Website: archfordcapital.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI67.9%
Pension & Profit Sharing Plans13.86%
Individuals12.28%
Corporations / Businesses4.52%
Charitable Organizations1.44%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Archford Capital Strategies, LLC is an independent, SEC-registered investment adviser (registered in 2012) organized as an LLC. The firm serves both individual/family clients and institutional clients and acts as a capital allocator, placing client capital with third-party managers in addition to managing public portfolios. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses as well as for institutions, selection of other advisers, and periodic pension-consulting and educational offerings; the firm also produces periodicals and runs seminars/workshops. Archford was recognized on FA Magazine’s Top RIA Firms list in 2020.