OPENARC CORPORATE ADVISORY, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 336837
- Registered since
- July 8, 2025
- Website
- www.openarccorporate.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.3%
- Individuals9.34%
- Corporations / Businesses0.2%
- Charitable Organizations0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Openarc Corporate Advisory, LLC is an independent registered investment adviser organized as an LLC that positions itself as a capital allocator for individual and family clients. The firm’s advisory services listed on filings include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and pension consulting services. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. Openarc reports being an active ESG investor and notes an affiliation with the insurance industry. SEC registration is recent (2025) but the firm is not identified as newly formed in filings. Ownership is a mix of a domestic entity and an individual.
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 Funds65%
- Exchange Traded Equities26%
- Other4%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
3 of 4JEFFREY NEUMEYER
Partner and Chief Investment OfficerCRD 4270097
EMILY FLETCHER
COO & Managing PartnerCRD 2350208
MICHAEL SONTAG
Chief Financial OfficerCRD 5159430
Contacts
3 of 117SYDNEY WIGGINS
Senior Vice PresidentCRD 6119886
Cynthia Yepez
Assistant Vice PresidentCRD 7496600
Hunter Bailey
Financial AdvisorCRD 7538833
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 302Active vs passive
$4.7B in ETFs
54%
$2.5B
34%
$2.1B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF (IWF) | BlackRock | Passive | Large Growth | $321M | 752,881 | 6.90% |
Location
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 3550 Peachtree Rd NE
- Time zone
- ET (UTC-5)
- Office locations
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