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 registered investment adviser organized as an LLC and operating since 2012. The firm describes itself as a capital allocator serving individual and family clients as well as institutional relationships. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and investor education through newsletters and seminars. Fee arrangements include percentage-of-assets, hourly engagements and fixed fees. Archford does not identify as an active ESG investor. The firm lists professional affiliations with accounting and law practices and was recognized by FA Magazine in 2020 on a Top RIA firms list.
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 10
Jacob Hong
Chief Wealth Management OfficerCRD 6293620
Colby Sherman
Chief Wealth Management OfficerCRD 6433343
James Maher
Chief Executive OfficerCRD 2326090
Contacts
3 of 10
Laura Williams-lawrence
Retirement Plan AdvisorCRD 5722568
David Stoll
Analyst, Relationship ManagerCRD 7086051
Samuel Hanger
Wealth Management AdvisorCRD 6333464
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 183Active vs passive
$620M in ETFs
60%
$372M
24%
$249M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) | BlackRock | Passive | Diversified Emerging Mkts | $47.6M | 575,012 | 7.68% |
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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