Charlotte, NC Office

Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and The Archer Funds. The firm also works with accountants and CPAs who act as investment advisory representatives within a multi-branch, independent-contractor model and reports roughly $1.01 billion in discretionary assets under management.

Archer’s advisory services range from comprehensive financial planning to limited-scope model portfolios, with allocations typically diversified across equities, fixed income, mutual funds, ETFs, and options; limited-scope models rely largely on mutual funds and ETFs and are overseen at the model level rather than monitored account-by-account. The firm manages most client assets on a discretionary basis and describes quarterly review and compliance procedures to monitor allocations and account performance.

The brochure discloses that Archer operates proprietary mutual funds and receives shareholder servicing fees for certain outside funds, with stated policies intended to mitigate the resulting conflicts of interest. The ADV places emphasis on retail and fund management activity and does not describe a dedicated corporate or business advisory practice, which is less common for enterprise firms of this size that often maintain formal corporate client lines.