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ARCHFORD CAPITAL STRATEGIES, LLC
CRD 164482File 801-76851
APPROVED
Retail clients
Custody
Filing as of Apr 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.49B
Above cohort median (national)
Discretionary AUM
$1.49B
Clients
861
4,113 accounts
Employees
45
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 28, 2012
- Principal office
- 13 WOLF CREEK, SUITE 2, SWANSEA, IL, 62226
- Phone
- 618-416-7085
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.49B
- Discretionary AUM
- $1.49B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4,113
- Non-discretionary accounts
- 0
- Total accounts
- 4,113
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $67.4M |
| Investment companies | 1 | Not reported |
| Charitable organizations | 6 | $21.4M |
| High net worth individuals | 278 | $1.01B |
| Pension and profit sharing plans | 67 | $206.4M |
| Individuals (other than high net worth individuals) | 496 | $182.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.