A complete list of active advisors currently associated with ARCAP Partners LLC

Warmer can help you find a great advisor at ARCAP Partners LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at ARCAP Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.