Arc Advisers LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$104,871,590
Total clients
91
37% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
91
Average account size
$1,152,435
About
Arc Advisers LLC is a fee-only registered investment adviser that provides portfolio management through recommended third‑party sub-advisors, as well as project-based and ongoing comprehensive financial planning for individuals, trusts, retirement accounts, charitable organizations, and small businesses. The firm integrates tax and estate‑planning coordination into its planning work and offers tailored ongoing wealth-management engagements for higher‑net‑worth families and entities.
The firm emphasizes sustainable, responsible, and impact (SRI/ESG) investing and builds strategic asset allocations and an Investment Policy Statement with each client before recommending a sub‑advisor. Investment management is generally implemented on a discretionary basis by the selected sub‑advisor; the firm conducts due diligence and ongoing monitoring of sub‑advisor holdings, strategies, performance, compliance, and business continuity.
Compared with many single‑advisor independent firms, Arc Advisers manages a relatively large asset base—approximately $105 million in discretionary client assets for about 90 clients as of January 2026—while remaining a solo practitioner. It primarily implements its SRI focus through outsourced sub‑advisors, negotiates fee arrangements with those managers (and discloses steps taken to mitigate related conflicts), and in some cases assists high‑net‑worth clients with assessments of real estate or other private transactions.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
ESG / Sustainable investing
Tax-loss harvesting
Charitable giving tax strategies
General estate planning guidance
Wealth management
Fee options
Fixed fees ranging from $1,000 to $10,000 for financial planning projects; fixed annual fee starting at $10,000 up to $50,000 for ongoing financial planning for high net worth families and entities
$0 - $2,000,000: 1.05% (Schwab mutual fund program) $0 - $2,000,000: 1.20% (Folio Institutional mutual fund program) $500,000+: 1.60% and decreases (Folio Institutional individual securities program)
$400 per hour, billed in 15-minute increments
Minimum fee: Minimum annual fee of $5,000, negotiable at discretion Fee-only: Fee-only advisory firm, no commissions or sales loads
Main office location
Arc Advisers LLC
475 W. Main Street
Boise ID 83702, United States
Number of offices
1
Most active in
Arc Advisers LLC has reported serving >5 clients in these states in the last 12 months.
California · District of Columbia · Idaho · Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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