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 registered investment adviser organized as an LLC that serves individual and family clients on a fee basis (percentage of AUM). Its advisory offerings center on financial planning and discretionary portfolio management for individuals, small businesses, and pooled investment vehicles. The firm reports using external managers for alternatives rather than acting as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
1 of 1MICHAEL MANN
Chief Compliance OfficerCRD 6291554
Contacts
2 of 2Voltaire Escalona
Founder and Managing PartnerCRD 6376164
WILLIAM KISH
Managing PartnerCRD 6958933
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$61M in ETFs
74%
$45.2M
20%
$15.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $4.5M | 10,325 | 7.39% |
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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