# 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.

- CRD: 129927
- Filed as: ARCHAMBO FINANCIAL ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bartlesville, OK
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/129927
- AdvisorCensus page: https://advisorcensus.com/firm/archambo-financial-advisors-inc-bartlesville-ok-129927

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Minimum annual fee: $500

> Archambo Financial Advisors, Inc. may impose a minimum fee of $500 per year.

- Hourly rate: $200 an hour (Financial Planning fees)

> Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $200 per hour.

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

### Regulatory assets under management (Item 5.F)
- Total: $163,077,864
- Discretionary: $146,596,882
- Non-discretionary: $16,480,982

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 147 | $40,577,109 |
| High net worth individuals | 50 | $122,500,755 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [archambofinancial.com](https://archambofinancial.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $123,400,030 | 5 | February 17, 2021 |
| October 2022 | $144,878,893 | 6 | May 1, 2022 |
| October 2023 | $141,673,319 | 5 | March 28, 2023 |
| October 2024 | $157,978,905 | 5 | March 22, 2024 |
| October 2025 | $157,213,327 | 5 | March 12, 2025 |
| October 2026 | $163,077,864 | 5 | March 23, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Archambo Financial Advisors, Inc. (CRD 129927): Form ADV filing data as of October 2026.