ARCHFORD CAPITAL STRATEGIES, LLC
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
FINTRXOverview
Archford Capital Strategies, LLC is an independent, SEC-registered investment advisor (registered in 2012) that serves both high-net-worth individuals and institutional clients. The firm operates as a capital allocator, blending discretionary portfolio management with financial planning and advisory services for individuals, small businesses and institutions. Its service mix extends beyond portfolio management to include selection of outside managers, pension consulting, publications and educational seminars. Fee arrangements are flexible and include percentage-of-AUM billing plus hourly and fixed-fee options. Archford does not identify as an active ESG investor. The firm was recognized by FA Magazine as a Top RIA Firms outlet in 2020.
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 Funds44%
- Exchange Traded Equities32%
- Other13%
- Cash & Cash Equivalents7%
- State & Local Bonds2%
Owners & executives
3 of 10Daniel O'Rourke
Client Service CoordinatorCRD 8038117
COLBY SHERMAN
Chief Wealth Management OfficerCRD 6433343
Amanda White
CFO & CCOCRD 6952242
Contacts
3 of 10Ryan Haynes
AnalystCRD 7789558
Dustin Mercer
Wealth ManagerCRD 8200259
LAURA WILLIAMS-LAWRENCE
Retirement Plan AdvisorCRD 5722568
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 177Active vs passive
$541M in ETFs
66%
$356M
23%
$185M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $39.1M | 431,983 | 7.23% |
Location
SWANSEA, IL
SAINT CLAIR
Location
SWANSEA, IL
Headquartered in SWANSEA, IL, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT CLAIR
- Address
- 13 Wolf Creek Dr
- Time zone
- CT (UTC-6)
- Office locations
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