Overview
Assets Under Management: $1.3 billion
Headquarters: SWANSEA, IL
High-Net-Worth Clients: 254
Average Client Assets: $3 million
Frequently Asked Questions
ARCHFORD CAPITAL STRATEGIES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #164482), ARCHFORD CAPITAL STRATEGIES, LLC is subject to fiduciary duty under federal law.
ARCHFORD CAPITAL STRATEGIES, LLC is headquartered in SWANSEA, IL.
ARCHFORD CAPITAL STRATEGIES, LLC serves 254 high-net-worth clients according to their SEC filing dated December 05, 2025. View client details ↓
According to their SEC Form ADV, ARCHFORD CAPITAL STRATEGIES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
ARCHFORD CAPITAL STRATEGIES, LLC manages $1.3 billion in client assets according to their SEC filing dated December 05, 2025.
According to their SEC Form ADV, ARCHFORD CAPITAL STRATEGIES, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 254
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.66
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,921
Discretionary Accounts: 3,921
Regulatory Filings
CRD Number: 164482
Filing ID: 2031952
Last Filing Date: 2025-12-05 09:55:53
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