ARCH Global Advisors, LLC logo

ARCH Global Advisors, LLC

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Client assets under management

$196,778,320

Clients

402

33% high-net worth

Advisors

8

of 16 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

50

Low

Average account size

$489,498

About

Arch Global Advisors serves individuals (including high‑net‑worth clients), trusts, estates, businesses and retirement plans, providing discretionary investment management, financial planning, and retirement-plan advisory services (including acting as an ERISA 3(38) fiduciary for plans). The firm also offers fixed‑fee financial planning engagements and estate‑planning services delivered through a third‑party provider (Trust&Will) as part of its advisory menu.

The firm constructs customized portfolios typically using ETFs, individual equities and mutual funds and generally takes a long‑term approach while rebalancing or trading tactically as needed. To implement client strategies Arch Global Advisors manages assets internally, allocates to unaffiliated independent managers, and—uncommonly for peers—may employ options and margin in separately managed accounts to pursue specific objectives.

Distinctive features called out in the brochure include the explicit use of options and margin in client accounts, a practice the firm notes and which is relatively uncommon among similar team firms, and the integration of third‑party estate‑planning services. The brochure also discloses that several advisory personnel are registered representatives with LPL and licensed insurance agents and that the firm maintains an institutional relationship with Schwab, arrangements the firm identifies as creating potential oversight and compensation conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies

Fee options

Fixed

Estate planning services fixed fee of $1,500 per engagement, fees may be negotiable.

Percentage

$0 - $500,000: 2.50% annually $500,001 - $1,000,000: 2.00% annually $1,000,001 - $2,500,000: 1.50% annually $2,500,001 - $5,000,000: 1.25% annually $5,000,001 - $10,000,000: 1.00% annually Over $10,000,000+: 0.85% annually

Commissions

Advisory persons may earn commissions as registered representatives of LPL Financial and as insurance agents; commissions are separate from advisory fees.

Other

Fee-only: Financial planning services fixed fee ranging from $750 to $1,500 per engagement, fees may be negotiable.

Main office location

ARCH Global Advisors, LLC

215 Lexington Avenue, Suite 17 B

New York NY 10016, United States

Number of offices

3

Most active in

Connecticut · Florida · Illinois · Maryland · New Jersey · New York · North Carolina · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Mark A

Series 65

St. Augustine, FL

ARCH Global Advisors, LLC

Mark Alcorn is a financial advisor at ARCH Global Advisors, LLC with a Series 65 designation and one year of industry experience. His background includes roles in franchise management and education, including work with a GNC franchise and the University of North Florida. ARCH Global Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using ETFs, individual equities, and mutual funds, while also offering options and margin strategies and ERISA 3(38) fiduciary services for plan sponsors.

Options & derivatives strategies
user avatar

Akhil K

Series 63, Series 66

New York, NY

ARCH Global Advisors, LLC

Akhil Kumar is a financial advisor with ARCH Global Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at LPL Financial LLC, Cadaret Grant & Co., Inc., Cambridge Investment Research, Inc., and Voya Financial Advisors. Kumar is involved in multiple business activities related to investment advisory and insurance. ARCH Global Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using ETFs, individual equities, and mutual funds, while also offering ERISA 3(38) fiduciary services and utilizing options, margin, and derivative strategies as needed.

Options & derivatives strategies
user avatar

Sardar I

Series 63, Series 66

New York, NY

ARCH Global Advisors, LLC

Sardar Iftikhar is a financial advisor with ARCH Global Advisors, LLC, holding Series 63 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at LPL Financial LLC, Cadaret, Grant & Co., Inc., Cambridge Investment Research, Inc., and VOYA Financial Advisors, Inc. He provides investment advisory services through ARCH Global Advisors, where he has been active since 2018. ARCH Global Advisors offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using ETFs, individual equities, and mutual funds, while also utilizing options, margin, and derivative strategies as needed.

Options & derivatives strategies
user avatar

Donald M

Series 63, Series 66

St. Augustine, FL

ARCH Global Advisors, LLC

Donald Murtaugh is a financial advisor with ARCH Global Advisors, LLC in St. Augustine, FL, holding Series 63 and Series 66 licenses and 28 years of industry experience. His prior experience includes roles at Morgan Stanley and Wells Fargo Advisors. He is also associated with Cowan Financial Group, a DBA for his LPL business activities. ARCH Global Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $144.8 million on a discretionary basis and employs a long-term investment approach with flexibility for shorter-term adjustments.

Options & derivatives strategies
user avatar

Paris R

Series 66

New York, NY

ARCH Global Advisors, LLC

Paris Riha is a financial advisor at ARCH Global Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial LLC, Cadaret Grant & Co., Inc., Equitable Advisors, LLC, and Axa Advisors, LLC. ARCH Global Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $144.8 million on a discretionary basis and employs a long-term investment approach using ETFs, individual equities, mutual funds, and may incorporate options and margin strategies.

Options & derivatives strategies
user avatar

Raymond S

Series 66

New York, NY

ARCH Global Advisors, LLC

Raymond Speerbrecker is a financial advisor with ARCH Global Advisors, LLC in New York, NY, holding a Series 66 designation. He has been with Arch Global Advisors and LPL Financial since 2024 and has experience in various roles including education and construction. He has also worked with nonprofit organizations and educational institutions such as Manhattanville University and Tunnels To Towers. ARCH Global Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach utilizing ETFs, individual equities, and mutual funds, and offers ERISA 3(38) fiduciary services for plan sponsors.

Options & derivatives strategies
user avatar

Thomas A

Series 66

New York, NY

ARCH Global Advisors, LLC

Thomas Arch is a financial advisor at Arch Global Advisors, LLC with a Series 66 credential and one year of industry experience. His prior roles include positions at LPL Financial LLC, Masterworks, and Prudential Financial Planning Services. He has a background that includes work in educational and club settings before entering the financial services industry. Arch Global Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $144.8 million on a discretionary basis and employs a long-term investment approach using ETFs, individual equities, mutual funds, and derivative strategies as appropriate.

Options & derivatives strategies
user avatar

Cary C

CFP®, ChFC®, Series 63

St. Augustine, FL

ARCH Global Advisors, LLC

Cary Cowan Sr. is a CFP® and ChFC® with 52 years of experience in the financial services industry. He is currently affiliated with ARCH Global Advisors, LLC and has held roles at LPL Financial, Cadaret Grant & Co., Inc., and Next Financial Group Inc. Outside of his advisory work, he is an author and business owner of Lifetime Financial Strategies, LLC. ARCH Global Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using ETFs, individual equities, and mutual funds, and offers ERISA 3(38) fiduciary services for plan sponsors.

Options & derivatives strategies
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