Crawfordville, FL Office

OpenArc Corporate Advisory serves a mix of individual and institutional clients, including non‑HNW and high‑net‑worth individuals, trusts, nonprofit endowments, and retirement plans. The firm offers wealth management, financial planning and consulting, portfolio management, selection and oversight of third‑party money managers, and dedicated retirement plan services for ERISA and non‑ERISA plans.

The firm provides both discretionary and non‑discretionary engagement models and tailors portfolios to client objectives using a broad toolkit that includes individual equities and bonds, ETFs and mutual funds, alternative and private market investments, direct indexing, and digital assets where appropriate. For retirement plan sponsors, OpenArc emphasizes institutional research, manager due diligence, governance calendars, and ongoing monitoring and rebalancing to align plan design and participant outcomes with fiduciary objectives.

What distinguishes OpenArc from many multi‑team peers is its substantial institutional retirement practice (offering both ERISA 3(21) non‑discretionary and 3(38) discretionary solutions) alongside a large private markets and digital‑asset capability, and its operational integration with third‑party platforms and networks. The firm discloses use of the Dynasty TAMP and related financing and program relationships, as well as tools such as the Pontera order management system to manage held‑away accounts and fee‑based insurance products, features that create operational scale and potential conflicts it documents in its Brochure.