Arcvest, LLC

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Client assets under management

$56,000,000

Clients

61% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$1,696,970

About

ArcVest, LLC is a small, independent registered investment adviser that manages roughly $63 million for individual and high‑net‑worth clients, offering ongoing portfolio management and investment supervisory services. The firm develops an Investment Policy Statement for each client and typically operates with written discretionary authority to select securities and execute transactions on the client’s behalf.

The firm’s investment process combines charting, fundamental and technical analysis and uses both long‑term and short‑term trading to implement portfolios aligned with client objectives and documented risk tolerances. Accounts are reviewed at least quarterly by the firm’s sole management person, and clients receive custodian statements at least monthly.

Noteworthy for a solo independent adviser, ArcVest publishes financial blog posts on its website and its managing member devotes a portion of time to media contributions and authorship, with an affiliated non‑investment media company noted in the brochure. The firm also manages all client assets internally, does not accept performance‑based fees, and recommends specific custodians (Charles Schwab and Altruist), with clients expected to use those recommended custodians.

Client services

Portfolio management Newsletters or periodicals

Expertise

Active portfolio management

Fee options

Percentage

$1 - $4,000,000: 0.40% $4,000,001 - $20,000,000: 0.25% Above $20,000,000+: 0.10%

Other

Account minimum: $500,000 (may be waived)

Main office location

Arcvest, LLC

Boston MA, United States

Number of offices

Most active in

Arizona · Massachusetts · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Instagram Website (713) 581-4550

Advisors at this firm

Erik C

Series 63, Series 66

Boston, MA

Arcvest, LLC

Erik Cooper is a financial advisor with ArcVest, LLC in Boston, MA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with ELC Advisors, LLC since 2012. Cooper is also the author and host of The Plain Wealth Blog/Book/Podcast, providing financial education through online writing and podcasting. ArcVest, LLC is an independent registered investment adviser managing approximately $63 million for individual and high-net-worth clients. The firm employs a combination of charting, fundamental and technical analysis, and both long- and short-term trading to align portfolios with client objectives and risk tolerances.

Active portfolio management

Charles F

Series 65

Boston, MA

Arcvest, LLC

Charles Fargason is a Series 65-licensed financial advisor with ArcVest, LLC in Houston, TX. He has over 11 years of industry experience, including a long tenure at Vaughan Nelson Investment Management, L.P. He serves as an Independent Director on the Board of Carriage Services, Inc., a public company in the deathcare industry. ArcVest, LLC is an independent registered investment adviser managing approximately $63 million for individual and high-net-worth clients, providing portfolio management and supervisory services. The firm employs a combination of charting, fundamental, and technical analysis with both long- and short-term trading strategies tailored to client objectives and risk tolerances.

Active portfolio management

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