Arca Archa, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$10,836,349
Clients
41
Advisors
1
of 1 employees
About
Arca Archa LLC is a small, independent advisory firm serving individuals, high‑net‑worth clients, and corporations or business entities across about 41 client relationships. The firm provides ongoing portfolio management and financial planning, preparing client-specific Investment Policy Statements and monitoring portfolios.
The firm manages client assets on a non‑discretionary basis — its brochure reports $0 in discretionary assets and $10,874,000 in non‑discretionary assets — so clients retain approval over transactions. Its investment process combines charting, technical, fundamental, and cyclical analysis, with accounts reviewed monthly by the firm’s sole adviser.
A distinctive feature is that the firm’s principal is a licensed insurance agent and may recommend commissionable insurance products, a relationship the brochure discloses as a potential conflict of interest. Compared with many peer solo independent advisers, Arca Archa’s material non‑discretionary corporate/business assets together with its insurance‑affiliated activities make its operating model atypical.
Client services
Expertise
Fee options
Fixed fees between $200 and $10,000 for financial planning
$1 - $50,000: 1.00% $50,001 - $100,000: 0.90% $100,001 - $250,000: 0.80% $250,001 - $1,000,000: 0.70% $1,000,001 - $5,000,000: 0.60% Above $5,000,000+: 0.50%
$50 to $350 per hour for financial planning services
Fee-only: Fixed fees between $200 and $10,000 for financial plans; hourly fees between $50 and $350
Main office
Abington PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Arca Archa, LLC · Bcd Funds
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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