Overview
Assets Under Management: $10.1 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 2,356
Average Client Assets: $3.9 million
Frequently Asked Questions
OPENARC CORPORATE ADVISORY, 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 #336837), OPENARC CORPORATE ADVISORY, LLC is subject to fiduciary duty under federal law.
OPENARC CORPORATE ADVISORY, LLC is headquartered in ATLANTA, GA.
OPENARC CORPORATE ADVISORY, LLC serves 2,356 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, OPENARC CORPORATE ADVISORY, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
OPENARC CORPORATE ADVISORY, LLC manages $10.1 billion in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, OPENARC CORPORATE ADVISORY, 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
Clients
Number of High-Net-Worth Clients: 2,356
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.30%
Average Client Assets: $3.9 million
Total Client Accounts: 14,525
Discretionary Accounts: 14,525
Regulatory Filings
CRD Number: 336837
Filing ID: 2036569
Last Filing Date: 2026-03-27 10:02:59