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ARC ADVISORY LLC
CRD 330258File 801-129936
APPROVED
Filing as of Jul 21, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.