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 that entered SEC registration in 2025 and focuses on individual and family clients. The firm operates as a limited liability company and bills primarily as a percentage of assets under management. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, and management of pooled investment vehicles. Arsenal does not identify as an ESG-focused manager and is not registered as a multi-state adviser.
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 2
Voltaire 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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