ARCAP Partners LLC logo

ARCAP Partners LLC

Updated today

Client AUM

$40,451,597

Clients

34

Advisors

2

of 3 employees

About

ARCAP Partners LLC provides comprehensive or modular financial planning and discretionary investment management to individual and high net worth clients. The firm manages roughly $40.5 million for about 34 client accounts and is supported by a small advisory team of two professionals.

The firm follows a strategic, risk‑based asset allocation approach and typically builds portfolios primarily with exchange‑traded funds while permitting allocations to mutual funds, BDCs, REITs, cryptocurrency ETFs, alternative mutual funds, and other non‑traditional vehicles; it may also employ margin and options strategies, tax‑loss harvesting, and periodic rebalancing. Investment decisions are made on a discretionary basis by the adviser servicing each account, using third‑party research and analytical tools to tailor allocations to clients’ objectives and risk tolerances.

Noteworthy features include a financial planning fee offset that credits planning fees against management fees if clients engage discretionary management within 180 days and meet a $250,000 funding threshold, and the fact that some firm representatives are licensed insurance agents who may receive commissions for insurance product sales, which the brochure discloses as a material conflict of interest. ARCAP directs all trading to a single custodian (Interactive Brokers), receives platform services from that custodian and offers clients the option to participate in the custodian’s securities‑lending program, and is in the process of transitioning to SEC registration.

Client services

Financial planning Portfolio management

Expertise

Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing

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Fee options

Fixed

Financial planning fees range from $2,000 to $30,000, typically charged on a project basis.

Percentage

$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.30% $3,000,001+: 1.00%

Main office

160 Terminal Drive

Plainview NY 11803

Advisors at this office

2

Most active in

New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Eric D

Series 66

Plainview, NY

ARCAP Partners LLC

Eric Dieckhoff is a financial advisor at ARCAP Partners LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc., Equitable Advisors, LLC, and Securities Research, Inc. of Florida. In addition to his advisory role, Dieckhoff is a licensed insurance agent. ARCAP Partners LLC provides comprehensive and modular financial planning and discretionary investment management primarily to individual and high net worth clients. The firm employs a strategic, risk-based asset allocation approach using a range of investment vehicles and makes discretionary investment decisions tailored to client objectives and risk tolerances.

Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing
user avatar

Harry A

Series 63, Series 65

Plainview, NY

ARCAP Partners LLC

Harry Armon is a financial advisor with ARCAP Partners LLC in Plainview, NY, holding Series 63 and Series 65 licenses and with 15 years of industry experience. His work history includes roles at Ameriprise Financial Services, Inc. and Securities Research, Inc. of Florida. Outside of advising, he manages a business that operates automobile rentals in the South Florida market. ARCAP Partners LLC provides financial planning and discretionary investment management services to individual and high-net-worth clients. The firm employs a strategic, risk-based asset allocation approach using a mix of ETFs, mutual funds, and alternative investments, and manages approximately $40.5 million across around 34 accounts.

Tax-loss harvesting Private / alternative investments Options & derivatives strategies Real estate investing
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