OPENARC CORPORATE ADVISORY, LLC

CRD 336837File 801-133754

APPROVED

Retail clients

Custody

Filing as of Jul 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$10.09B

Top 10% of cohort (national)

Discretionary AUM

$10.09B

Clients

3,841

14,525 accounts

Employees

146

Top 10% of cohort in GA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Jul 8, 2025
Principal office: 3550 PEACHTREE ROAD NE, FLOOR 7, ATLANTA, GA, 30326
Phone: 844-648-6001
Website: https://www.linkedin.com/company/openarc-corporate-advisory/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $10.09B
Discretionary AUM: $10.09B
Non-discretionary AUM: $0
Discretionary accounts: 14,525
Non-discretionary accounts: 0
Total accounts: 14,525
AUM per client: $2.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$20.2M
Charitable organizations	Fewer than 5	$16.3M
High net worth individuals	2,356	$9.11B
Individuals (other than high net worth individuals)	1,485	$943.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

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: 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

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.