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ARSENAL CAPITAL ADVISORS LLC

CRD 325612File 801-134963
APPROVED
Retail clients
Custody
Filing as of Jun 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$267.1M
Below cohort median (national)
Discretionary AUM
$267.1M
Clients
97
341 accounts
Employees
3
Below cohort median in PA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
PLRO
Registration date
Dec 18, 2025
Principal office
101 WEST ELM STREET, SUITE 370, CONSHOHOCKEN, PA, 19428
Phone
610-564-9134

Assets & accounts

ADV Item 5F
Total regulatory AUM
$267.1M
Discretionary AUM
$267.1M
Non-discretionary AUM
$0
Discretionary accounts
341
Non-discretionary accounts
0
Total accounts
341
AUM per client
$2.8M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$1.1M
High net worth individuals97$266.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
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

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
May 1, 2026RegistrationAPPROVED-120APPROVED
Apr 1, 2026Employees23increased by1
Apr 1, 2026CustodyNoYes
Apr 1, 2026AUM$0$267,086,889increased by$267,086,889
Apr 1, 2026Accounts0341increased by341
Jan 1, 2026Registration—APPROVED-120

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ARSENAL CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARSENAL CAPITAL” 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.