AdvisorCensus / Financial advisors / Oklahoma / Archambo Financial Advisors, Inc.
Archambo Financial Advisors, Inc. is an SEC-registered investment advisory firm in Bartlesville, OK, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.
Quick answers
From the filingHow is Archambo Financial Advisors, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Archambo Financial Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Archambo Financial Advisors, Inc. charge?
Its Form ADV Part 2A brochure dated March 23, 2026 states: Hourly rate: $200 an hour (Financial Planning fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Archambo Financial Advisors, Inc. located?
Archambo Financial Advisors, Inc.'s principal office is in Bartlesville, OK, according to its Form ADV.
Is Archambo Financial Advisors, Inc. registered with the SEC or a state?
Archambo Financial Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 129927.
How much does Archambo Financial Advisors, Inc. manage?
Archambo Financial Advisors, Inc. reports $163,077,864 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (90% discretionary).
How have Archambo Financial Advisors, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Archambo Financial Advisors, Inc.: Regulatory assets under management: $123,400,030 in the October 2021 data and $163,077,864 in the October 2026 data, up 32%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Archambo Financial Advisors, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (147); high net worth individuals (50).
Does Archambo Financial Advisors, Inc. 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/129927
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Minimum annual fee: $500
The brochure's wording
Archambo Financial Advisors, Inc. may impose a minimum fee of $500 per year.
Hourly rate: $200 an hour (Financial Planning fees)
The brochure's wording
Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $200 per hour.
As stated in the firm's Form ADV Part 2A brochure dated March 23, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$163,077,864 as of October 2026, filing dated March 23, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 5. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $163,077,864 | 5 | March 23, 2026 |
| October 2025 | $157,213,327 | 5 | March 12, 2025 |
| October 2024 | $157,978,905 | 5 | March 22, 2024 |
| October 2023 | $141,673,319 | 5 | March 28, 2023 |
| October 2022 | $144,878,893 | 6 | May 1, 2022 |
| October 2021 | $123,400,030 | 5 | February 17, 2021 |
Regulatory assets under management: $123,400,030 in the October 2021 data and $163,077,864 in the October 2026 data, up 32%.
Total employees: 5 in October 2021 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Archambo Financial Advisors, Inc. (CRD 129927): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/archambo-financial-advisors-inc-bartlesville-ok-129927