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ARC ADVISORY LLC
CRD 330258File 801-129936
APPROVED
Filing as of Aug 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$708.3M
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $708.3M
Clients
762
762 accounts
Employees
25
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 18, 2024
- Principal office
- 601 CALIFORNIA ST., SUITE 400, SAN FRANCISCO, CA, 94108
- Phone
- (510) 213-8085
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $708.3M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $708.3M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 762
- Total accounts
- 762
- AUM per client
- $930K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 762 | $708.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 35 | 25 | decreased by10 |
| Apr 1, 2026 | Clients | 216 | 762 | increased by546 |
| Apr 1, 2026 | AUM | $440,461,837 | $708,278,677 | increased by$267,816,840 |
| Apr 1, 2026 | Accounts | 216 | 762 | increased by546 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ARC ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARC ADVISORY” 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.