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ARCHFORD CAPITAL STRATEGIES, LLC

Business and Investment Profile

The ARCHFORD CAPITAL STRATEGIES, LLC is a privately held investment adviser that advises $1.49Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ARCHFORD CAPITAL STRATEGIES, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 83.76% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 14.1 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 13 WOLF CREEK SUITE 2, SWANSEA, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 45 employees comprised of 16 investment and 29 non-investment staff. The total number of Employees increased by 25% over the last 5-years.

Asset Profile

Their $1.49Bn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 86 other accounts. Assets of High Net Worth Individuals clients own $1.01Bn or 67.9% of Total Assets and Pension and Profit Sharing Plans-Private own $206.42mn or 13.86% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 6 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

ARCHFORD CAPITAL STRATEGIES, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: ARCHFORD CAPITAL STRATEGIES, LLC

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Keywords: Archford Capital Strategies, Archford
Generated 2026-09-12T06:49:07.2077812.  © 2026 Convergence.