# ARC Advisory LLC

> 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.

- CRD: 330258
- Filed as: ARC ADVISORY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: August 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330258
- AdvisorCensus page: https://advisorcensus.com/firm/arc-advisory-llc-san-francisco-ca-330258

## Quick answers

**How is ARC Advisory LLC compensated?**
On its Form ADV (Item 5.E, October 2026), ARC Advisory LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is ARC Advisory LLC located?**
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).

**Is ARC Advisory LLC registered with the SEC or a state?**
ARC Advisory LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330258.

**How much does ARC Advisory LLC manage?**
ARC Advisory LLC reports $708,278,677 in regulatory assets under management in its Form ADV filing dated August 19, 2026 (0% discretionary).

**How have ARC Advisory LLC's assets and staff changed since 2024?**
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.

**What types of clients does ARC Advisory LLC serve?**
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (762).

**Which custodians does ARC Advisory LLC use?**
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.

**Does ARC Advisory LLC report any disciplinary disclosures?**
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

**Does ARC Advisory LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 21, 2026 says: "Investment minimums are not required at this time."

**What changed in ARC Advisory LLC's recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated July 21, 2026)

- Account minimum: None

> Investment minimums are not required at this time.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $708,278,677
- Discretionary: $0
- Non-discretionary: $708,278,677

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Corporations or other businesses not listed above | 762 | $708,278,677 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 25 total, 8 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2025 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- joinarc.com/treasury
- Facebook @Join-Arc
- Instagram @join_arc
- LinkedIn @join-arc
- X @join_arc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $108,160,698 | 40 | August 23, 2024 |
| October 2025 | $440,461,837 | 35 | June 12, 2025 |
| October 2026 | $708,278,677 | 25 | August 19, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### August 2026
- Updated its list of owners and control persons (Schedule A).

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ARC Advisory LLC (CRD 330258): Form ADV filing data as of October 2026.