Arsenal Capital Advisors LLC

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Client assets under management

$266,029,727

Clients

100% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$2,742,575

About

Arsenal Capital Advisors LLC provides financial planning, discretionary portfolio management and ERISA fiduciary services to a select set of clients, including families, charitable organizations and pooled investment vehicles. The firm also acts as investment manager to private funds and may recommend or solicit client investment in those pooled vehicles in addition to managing separate client accounts.

Arsenal Capital constructs individualized Investment Policy Statements and implements discretionary strategies that emphasize asset allocation, the use of independent managers, and regular portfolio monitoring. Its investment process employs a mix of fundamental, quantitative, technical and modern portfolio theory analyses and may include options, margin, and allocations to less liquid strategies such as private equity; the firm uses AI tools to gather and organize research while investment personnel retain decision authority.

Distinctive features include a small advisory team overseeing roughly $267 million in discretionary assets and an account minimum policy that targets larger accounts, alongside the firm’s explicit role as manager of private pooled vehicles with separate investor classes and conversion provisions. The adviser also provides ERISA-specific plan services and delegates portions of portfolios to Independent Managers under ongoing supervision.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Wealth management

Fee options

Percentage

$1 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.90% $10,000,001 - $15,000,000: 0.80% $15,000,001 - $20,000,000: 0.70% $20,000,001 - $50,000,000: 0.60% $50,000,001 - and above: 0.50%

Other

Account minimum: $1,000,000

Main office location

Arsenal Capital Advisors LLC

101 West Elm Street, Suite 370

Conshohocken PA 19428, United States

Number of offices

Most active in

Florida · Pennsylvania · 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 Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 610-564-9134

Advisors at this firm

William K

Series 63, Series 65

Conshohocken, PA

Arsenal Capital Advisors LLC

William Kish is a financial advisor at Arsenal Capital Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, UBS Financial Services, and Global Retirement Partners. Prior to his financial career, he spent three years with the Cincinnati Reds. Arsenal Capital Advisors LLC serves select individuals, high-net-worth families, charitable organizations, and ERISA-qualified plans. The firm offers portfolio management and financial planning using individualized Investment Policy Statements and employs a range of analytical methods and strategies, including options, futures, and private equity.

Options & derivatives strategies Wealth management

Voltaire E

Series 63, Series 65

Conshohocken, PA

Arsenal Capital Advisors LLC

Voltaire Escalona is a financial advisor at Arsenal Capital Advisors LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Goldman Sachs & Co., JPMorgan Chase, and Symphony Communication Services Holdings LLC. Arsenal Capital Advisors LLC serves select individuals, high-net-worth families, charitable organizations, and ERISA-qualified plans. The firm provides portfolio management and financial planning based on individualized Investment Policy Statements, employing a range of analytical methods and strategies, and offers ERISA fiduciary services as part of its investment approach.

Options & derivatives strategies Wealth management

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