Arsenal Capital Advisors LLC
Firm details
- Headquarters
- Conshohocken, Pennsylvania
- CRD number
- 325612
- Registered since
- December 18, 2025
- Website
- www.arsenalcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.6%
- Corporations / Businesses0.4%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Arsenal Capital Advisors LLC is an independent, individual-owned registered investment adviser that registered with the SEC in 2025. The firm focuses on serving high-net-worth individuals and families on a fee-for-assets basis. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and management of pooled investment vehicles. The firm does not self-identify as an ESG investor and is not organized as a multi-state adviser.
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 Equities38%
- Public Funds/Mutual Funds26%
- Cash & Cash Equivalents24%
- State & Local Bonds11%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$89.4M in ETFs
70%
$62.9M
23%
$26.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF (GPIQ) | Goldman Sachs | Active | Derivative Income | $6.3M | 109,306 | 7.09% |
Location
Conshohocken, PA
Montgomery
Location
Conshohocken, PA
Headquartered in Conshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 101 W Elm St
- Time zone
- ET (UTC-5)
- Office locations
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