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ARCHETYPE ADVISORS, LLC
CRD 156527File 801-120408
APPROVED
Retail clients
Disclosure events
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$260.0M
Below cohort median (national)
Discretionary AUM
$260.0M
Clients
275
505 accounts
Employees
4
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 1, 2021
- Principal office
- 72 EAST STATE STREET, DOYLESTOWN, PA, 18901
- Phone
- 215 558 5500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $260.0M
- Discretionary AUM
- $260.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 505
- Non-discretionary accounts
- 0
- Total accounts
- 505
- AUM per client
- $945K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 105 | $223.6M |
| Individuals (other than high net worth individuals) | 170 | $36.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- 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 11- Q11D5
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 248 | 275 | increased by27 |
| Apr 1, 2026 | AUM | $195,000,000 | $260,000,000 | increased by$65,000,000 |
| Apr 1, 2026 | Accounts | 480 | 505 | increased by25 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 4 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 164 | 248 | increased by84 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $120,586,288 | $195,000,000 | increased by$74,413,712 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 348 | 480 | increased by132 |
| Apr 1, 2022 | Employees | 7 | 6 | decreased by1 |
| Apr 1, 2022 | Clients | 71 | 164 | increased by93 |
| Apr 1, 2022 | AUM | $100,085,333 | $120,586,288 | increased by$20,500,955 |
| Apr 1, 2022 | Accounts | 512 | 348 | decreased by164 |
| 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 “ARCHETYPE ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARCHETYPE ADVISORS” 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.