{
  "crd_number": 330258,
  "slug": "arc-advisory-llc-san-francisco-ca-330258",
  "primary_business_name": "ARC ADVISORY LLC",
  "legal_name": "ARC ADVISORY LLC",
  "dbas": [],
  "city": "San Francisco",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-04-18",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-08-19",
  "carried_forward": false,
  "raum_total": 708278677.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 708278677.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 25,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "corporations_other_businesses": {
      "raum": 708278677.0,
      "count": 762
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "IA",
    "IL",
    "KS",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NV",
    "NY",
    "OH",
    "OR",
    "PA",
    "PR",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WY"
  ],
  "websites": [
    "https://facebook.com/people/Join-Arc/61565438596835",
    "https://instagram.com/join_arc",
    "https://joinarc.com/treasury",
    "https://linkedin.com/company/join-arc",
    "https://x.com/join_arc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330258",
  "city_as_filed": "SAN FRANCISCO",
  "url": "https://advisorcensus.com/firm/arc-advisory-llc-san-francisco-ca-330258",
  "display_name": "ARC Advisory LLC",
  "summary": "ARC Advisory LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 19, 2026.",
  "citation": "AdvisorCensus. ARC Advisory LLC (CRD 330258): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is ARC Advisory LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), ARC Advisory LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is ARC Advisory LLC located?",
      "a": "ARC Advisory LLC's principal office is in San Francisco, CA, according to its Form ADV; the October 2025 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is ARC Advisory LLC registered with the SEC or a state?",
      "a": "ARC Advisory LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330258."
    },
    {
      "q": "How much does ARC Advisory LLC manage?",
      "a": "ARC Advisory LLC reports $708,278,677 in regulatory assets under management in its Form ADV filing dated August 19, 2026 (0% discretionary)."
    },
    {
      "q": "How have ARC Advisory LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for ARC Advisory LLC: Regulatory assets under management: $108,160,698 in the October 2024 data and $708,278,677 in the October 2026 data, up 555%. Total employees: 40 in October 2024 and 25 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does ARC Advisory LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (762)."
    },
    {
      "q": "Which custodians does ARC Advisory LLC use?",
      "a": "ARC Advisory LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does ARC Advisory LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330258"
    },
    {
      "q": "Does ARC Advisory LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 21, 2026 says: \"Investment minimums are not required at this time.\""
    },
    {
      "q": "What changed in ARC Advisory LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 108160698.0,
      "total_employees": 40,
      "filing_date": "2024-08-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 440461837.0,
      "total_employees": 35,
      "filing_date": "2025-06-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 708278677.0,
      "total_employees": 25,
      "filing_date": "2026-08-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 9 to 8.",
        "Regulatory assets under management went from $440,461,837 to $708,278,677 (+61%).",
        "No longer lists an office in New York, NY.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 21, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Investment minimums are not required at this time."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Investment minimums are not required at this time."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/arc-advisory-llc-san-francisco-ca-330258.md",
  "clients": [
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 762,
      "fewer_than_5": false,
      "raum": 708278677.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330258",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}