ARCH Global Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$196,778,320
Clients
402
Advisors
6
across 2 offices
About
Arch Global Advisors serves individuals (including high‑net‑worth clients), trusts, estates, businesses and retirement plans, providing discretionary investment management, financial planning, and retirement-plan advisory services (including acting as an ERISA 3(38) fiduciary for plans). The firm also offers fixed‑fee financial planning engagements and estate‑planning services delivered through a third‑party provider (Trust&Will) as part of its advisory menu.
The firm constructs customized portfolios typically using ETFs, individual equities and mutual funds and generally takes a long‑term approach while rebalancing or trading tactically as needed. To implement client strategies Arch Global Advisors manages assets internally, allocates to unaffiliated independent managers, and—uncommonly for peers—may employ options and margin in separately managed accounts to pursue specific objectives.
Distinctive features called out in the brochure include the explicit use of options and margin in client accounts, a practice the firm notes and which is relatively uncommon among similar team firms, and the integration of third‑party estate‑planning services. The brochure also discloses that several advisory personnel are registered representatives with LPL and licensed insurance agents and that the firm maintains an institutional relationship with Schwab, arrangements the firm identifies as creating potential oversight and compensation conflicts of interest.
Client services
Expertise
Fee options
Estate planning services fixed fee of $1,500 per engagement, fees may be negotiable.
$0 - $500,000: 2.50% annually $500,001 - $1,000,000: 2.00% annually $1,000,001 - $2,500,000: 1.50% annually $2,500,001 - $5,000,000: 1.25% annually $5,000,001 - $10,000,000: 1.00% annually Over $10,000,000+: 0.85% annually
Advisory persons may earn commissions as registered representatives of LPL Financial and as insurance agents; commissions are separate from advisory fees.
Fee-only: Financial planning services fixed fee ranging from $750 to $1,500 per engagement, fees may be negotiable.
Main office
See office215 Lexington Avenue, Suite 17 B
New York NY 10016
Advisors at this office
5
Offices (2)
Most active in
California · Connecticut · Florida · Illinois · Maryland · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Texas
Also doing business as
Arch Global Advisors, LLC · Cowan Financial Group
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.
Quick links
Advisors at this firm
Akhil K
Series 63, Series 66
New York, NY
ARCH Global Advisors, LLC
Akhil Kumar is a financial advisor with ARCH Global Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at LPL Financial LLC, Cadaret Grant & Co., Inc., Cambridge Investment Research, Inc., and Voya Financial Advisors. Kumar is involved in multiple business activities related to investment advisory and insurance. ARCH Global Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using ETFs, individual equities, and mutual funds, while also offering ERISA 3(38) fiduciary services and utilizing options, margin, and derivative strategies as needed.
Sardar I
Series 63, Series 66
New York, NY
ARCH Global Advisors, LLC
Sardar Iftikhar is a financial advisor at ARCH Global Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Cadaret, Grant & Co., Inc., Cambridge Investment Research, Inc., and VOYA Financial Advisors, Inc. ARCH Global Advisors serves individuals, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm constructs customized portfolios primarily using ETFs, individual equities, and mutual funds, with a long-term investment approach that incorporates tactical rebalancing and the use of options and margin in separately managed accounts.
Frank D
Series 63, Series 65
New York, NY
ARCH Global Advisors, LLC
Frank Davidson is a financial advisor at ARCH Global Advisors, LLC with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Cadaret, Grant & Co., Inc. and Prudential Financial Planning Services. Outside of advisory work, he is involved in insurance sales and related activities. ARCH Global Advisors serves individuals, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm uses customized portfolios with ETFs, equities, and mutual funds, and may utilize options and margin to pursue specific objectives.
Thomas A
Series 66
New York, NY
ARCH Global Advisors, LLC
Thomas Arch is a financial advisor at Arch Global Advisors, LLC with a Series 66 credential and one year of industry experience. His prior roles include positions at LPL Financial LLC, Masterworks, and Prudential Financial Planning Services. He has a background that includes work in educational and club settings before entering the financial services industry. Arch Global Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $144.8 million on a discretionary basis and employs a long-term investment approach using ETFs, individual equities, mutual funds, and derivative strategies as appropriate.
Michael S
Series 63, Series 66
New York, NY
ARCH Global Advisors, LLC
Michael Selvitella is a financial advisor with ARCH Global Advisors, LLC in New York, NY. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, TIAA-CREF, and LPL Financial. ARCH Global Advisors serves individuals, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm constructs customized portfolios using ETFs, individual equities, and mutual funds, employing a long-term approach with tactical rebalancing, and uniquely incorporates options and margin strategies in separately managed accounts.
Cary C
CFP®, ChFC®, Series 63
St. Augustine, FL
ARCH Global Advisors, LLC
Cary Cowan Sr. is a CFP® and ChFC® with 52 years of experience in the financial services industry. He is currently affiliated with ARCH Global Advisors, LLC and has held roles at LPL Financial, Cadaret Grant & Co., Inc., and Next Financial Group Inc. Outside of his advisory work, he is an author and business owner of Lifetime Financial Strategies, LLC. ARCH Global Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using ETFs, individual equities, and mutual funds, and offers ERISA 3(38) fiduciary services for plan sponsors.
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