THE ARCHER CONSULTING GROUP, LLC

RIASEC RegisteredEst. 2018

Total AUM

$192M

Discretionary

$192M

100% of AUM

Avg account

$560K

Accounts

343

Employees

Advisory reps

Firm details

Headquarters: THIBODAUX, Louisiana
CRD number: 156062
Registered since: May 22, 2018
Website: archerconsulting.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals88.06%
HNWI11.94%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

The Archer Consulting Group, LLC is an independent registered investment adviser formed as a limited liability company and registered with the SEC in 2018. The firm targets individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing asset management relationships and project-based planning work. Investment activity is concentrated in pooled public funds rather than direct-stock portfolios or custom single-stock strategies. The firm does not self-identify as an active ESG investor. As an independent RIA owned by an individual, Archer operates with a relatively compact team structure and a regional footprint that supports multi-office servicing for a modest number of high-balance households.