# Arch Global Advisors, LLC

> Arch Global Advisors, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 16, 2026.

- CRD: 297397
- Filed as: ARCH GLOBAL ADVISORS, LLC
- Also doing business as: COWAN FINANCIAL GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: June 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297397
- AdvisorCensus page: https://advisorcensus.com/firm/arch-global-advisors-llc-new-york-ny-297397

## Quick answers

**How is Arch Global Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Arch Global Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Arch Global Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Flat fee: $750 to $1,500 (financial planning services); Flat fee: $1,500 (estate planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Arch Global Advisors, LLC located?**
Arch Global Advisors, LLC's principal office is in New York, NY, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Arch Global Advisors, LLC registered with the SEC or a state?**
Arch Global Advisors, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297397.

**How much does Arch Global Advisors, LLC manage?**
Arch Global Advisors, LLC reports $230,913,938 in regulatory assets under management in its Form ADV filing dated June 16, 2026 (100% discretionary).

**How have Arch Global Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Arch Global Advisors, LLC: Regulatory assets under management: $75,793,119 in the October 2021 data and $230,913,938 in the October 2026 data, up 205%. Total employees: 6 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Arch Global Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (270); high net worth individuals (132); pension and profit sharing plans (but not the plan participants or government pension plans) (26).

**Which custodians does Arch Global Advisors, LLC use?**
Arch Global Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Arch Global Advisors, 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/297397

**Does Arch Global Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Arch Global Advisors generally does not impose a minimum size for establishing a relationship."

**What changed in Arch Global Advisors, LLC's recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in CA, OH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: None

> Arch Global Advisors generally does not impose a minimum size for establishing a relationship.

- Flat fee: $750 to $1,500 (financial planning services)

> Arch Global Advisors offers financial planning services for a fixed engagement fee ranging from $750 to $1,500.

- Flat fee: $1,500 (estate planning services)

> When providing estate planning services as described in Item 4, fees will be charged, in advance, at the Advisor’s fixed rate of $1,500 per engagement.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $230,913,938
- Discretionary: $230,913,938
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 270 | $53,171,869 |
| High net worth individuals | 132 | $143,606,451 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 26 | $27,611,650 |
| Charitable organizations | 6 | $1,345,642 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | 8 | $5,178,326 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 16 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, IL, MD, NC, NJ, NY, OH, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Saint Augustine, FL
- White Plains, NY

### Websites listed on Form ADV (Item 1.I)
- archga.com
- archglobaladvisors.com
- cowanfg.com
- Facebook @CowanFinancialGroup
- Facebook @archglobaladvisors
- LinkedIn @26143
- LinkedIn @arch-global-advisors
- X @Arch_GlobalAdv

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $75,793,119 | 6 | March 17, 2021 |
| October 2022 | $104,593,471 | 6 | September 16, 2022 |
| October 2023 | $94,278,309 | 8 | July 3, 2023 |
| October 2024 | $102,196,275 | 11 | April 19, 2024 |
| October 2025 | $144,750,085 | 9 | July 25, 2025 |
| October 2026 | $230,913,938 | 16 | June 16, 2026 |

Regulatory assets under management: $75,793,119 in the October 2021 data and $230,913,938 in the October 2026 data, up 205%.
Total employees: 6 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in CA, OH.

### April 2026
- Employees performing advisory functions went from 4 to 10.
- Regulatory assets under management went from $144,750,085 to $230,913,938 (+60%).

### December 2025
- Registered or notice-filed in NC, PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arch Global Advisors, LLC (CRD 297397): Form ADV filing data as of October 2026.