Archford Capital Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,193,913,589
Clients
774
Advisors
16
across 3 offices
About
Archford Capital Strategies serves individuals, high‑net‑worth clients, trusts, estates, pension and profit‑sharing plans, charitable organizations, corporations, and businesses, providing discretionary and non‑discretionary investment management, financial planning, and retirement plan advisory services. The firm also offers trustee‑related services and specialized client offerings such as a Market Participation Structured Product, a Legacy IRA® charitable distribution program, and Charitable Tracker accounts for 501(c)(3) organizations.
Archford builds customized portfolios using a mix of independent managers, mutual funds, ETFs, individual debt and equity securities, REITs, options strategies, and proprietary concentrated models, generally with a long‑term, asset‑allocation approach informed by fundamental and technical analysis. It oversees third‑party managers, may implement model portfolios, and reviews held‑away assets and employer plan accounts using third‑party platforms and custodial relationships.
Distinctive features disclosed in the brochure include multiple affiliated and white‑label arrangements: an affiliated accounting entity (Archford Accounting, LLC) and filing services, a white‑labeled trust administration partnership with Members Trust Company, and a solicitor relationship with Valmark Advisers, Inc. for fee‑based annuities; the firm also discloses an affiliation with 4J Technologies (Gifting Insider™) that supports charitable giving services and notes these relationships as potential conflicts with stated mitigation measures.
Client services
Expertise
Occupation focus
Fee options
Certain advisory persons earn commissions as registered representatives and insurance agents; Archford itself does not receive commissions
Hourly rates range from $100 to $350 per hour for advisory and estate planning services
Account minimum: $2,000 minimum annual fee, negotiable Minimum fee: $2,000 minimum annual fee, negotiable Fee-only: Financial planning ongoing fee up to $250,000 annually; hourly advisory and estate planning fees $100 to $350 per hour
Main office
See office13 Wolf Creek, Suite 2
Swansea IL 62226
Advisors at this office
11
Offices (3)
Most active in
Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Iowa · Kansas · Kentucky · Missouri · Nebraska · New Jersey · New York · North Carolina · Ohio · Tennessee · Texas
Also doing business as
April Wealth Endeavor, LLC · Archford Capital Strategies, LLC
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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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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.
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Advisors at this firm
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