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ARCHER INVESTMENT CORPORATION
CRD 136403File 801-64607
APPROVED
Retail clients
Filing as of Mar 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.01B
Above cohort median (national)
Discretionary AUM
$1.01B
Clients
4,335
5,147 accounts
Employees
80
Top 25% of cohort in IN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 12, 2005
- Principal office
- 11711 N. COLLEGE AVE, SUITE 200, CARMEL, IN, 46032
- Phone
- 317-581-5664
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.01B
- Discretionary AUM
- $1.01B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5,147
- Non-discretionary accounts
- 0
- Total accounts
- 5,147
- AUM per client
- $234K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 7 | $171.1M |
| High net worth individuals | 173 | $418.4M |
| Pension and profit sharing plans | 38 | $68.1M |
| Individuals (other than high net worth individuals) | 4,117 | $355.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 82 | 80 | decreased by2 |
| Apr 1, 2026 | Clients | 5,640 | 4,335 | decreased by1,305 |
| Apr 1, 2026 | AUM | $900,511,000 | $1,012,991,000 | increased by$112,480,000 |
| Apr 1, 2026 | Accounts | 5,640 | 5,147 | decreased by493 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 85 | 82 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,570 | 5,640 | increased by2,070 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $663,101,823 | $900,511,000 | increased by$237,409,177 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,570 | 5,640 | increased by2,070 |
| Apr 1, 2022 | Employees | 89 | 85 | decreased by4 |
| Apr 1, 2022 | Clients | 3,009 | 3,570 | increased by561 |
| Apr 1, 2022 | AUM | $481,000,000 | $663,101,823 | increased by$182,101,823 |
| Apr 1, 2022 | Accounts | 3,226 | 3,570 | increased by344 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ARCHER INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARCHER INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.