Arc Advisers LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
475 W. Main Street
Boise ID 83702
Advisors at this office
1
Most active in
California · District of Columbia · Idaho · Oregon
Also doing business as
Arc Advisers LLC · Arc Advisers, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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