# Archer Investment Corporation

> Archer Investment Corporation is an SEC-registered investment advisory firm in Carmel, IN, registered since 2005, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 136403
- Filed as: ARCHER INVESTMENT CORPORATION
- Also doing business as: ACCUPRO FINANCIAL SERVICES, BISON CREEK ADVISORS, LLC, LAKE WEALTH MANAGEMENT, NEWTON WEALTH MANAGEMENT, SULLIVAN WEALTH MANAGEMENT, TRANSITIONS FINANCIAL INDIANA, WALKER WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Carmel, IN
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/136403
- AdvisorCensus page: https://advisorcensus.com/firm/archer-investment-corporation-carmel-in-136403

## Quick answers

**How is Archer Investment Corporation compensated?**
On its Form ADV (Item 5.E, October 2026), Archer Investment Corporation reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Archer Investment Corporation located?**
Archer Investment Corporation's principal office is in Carmel, IN, according to its Form ADV; the April 2026 filing also lists 24 other offices (Schedule D, Section 1.F).

**Is Archer Investment Corporation registered with the SEC or a state?**
Archer Investment Corporation is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 136403.

**How much does Archer Investment Corporation manage?**
Archer Investment Corporation reports $1,012,991,000 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**How have Archer Investment Corporation's assets and staff changed since 2021?**
In the Form ADV data for Archer Investment Corporation: Regulatory assets under management: $481,000,000 in the October 2021 data and $1,012,991,000 in the October 2026 data, up 111%. Total employees: 89 in October 2021 and 80 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Archer Investment Corporation serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4,117); high net worth individuals (173); pension and profit sharing plans (but not the plan participants or government pension plans) (38).

**Which custodians does Archer Investment Corporation use?**
Archer Investment Corporation's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC and Trade-PMR Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Archer Investment Corporation 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/136403

**What changed in Archer Investment Corporation's recent Form ADV filings?**
In the April 2026 filing data: Added the business name Bison Creek Advisors, LLC. Employees performing advisory functions went from 82 to 80. Regulatory assets under management went from $900,511,000 to $1,012,991,000 (+12%). Added an office in Castle Rock, CO. Added an office in Cincinnati, OH. No longer lists an office in Burnsville, MN. No longer lists an office in Frederick, MD. No longer lists an office in Scottsdale, AZ.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC
- Trade-PMR 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: $1,012,991,000
- Discretionary: $1,012,991,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4,117 | $355,417,000 |
| High net worth individuals | 173 | $418,400,000 |
| Investment companies | 7 | $171,117,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 38 | $68,057,000 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2005 (21 years)
- Employees: 80 total, 80 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Aiken, SC
- Altamonte Springs, FL
- Amarillo, TX
- Bethesda, MD
- Boonton, NJ
- Burleson, TX
- Castle Rock, CO
- Charlotte, NC
- Chestnut Ridge, NY
- Cincinnati, OH
- Elkhart, IN
- Hendersonville, TN
- Houston, TX
- Lake Mary, FL
- Lawrenceville, GA
- New Albany, IN
- Oak Brook, IL
- Old Greenwich, CT
- Sarasota, FL
- South Barrington, IL
- Stevenson Ranch, CA
- Terre Haute, IN
- Westlake, OH
- Woodland Hills, CA

### Websites listed on Form ADV (Item 1.I)
- [accuprofinancial.com](https://accuprofinancial.com)
- [archerinvestment.com](https://archerinvestment.com)
- [burbanktaxservices.com/index.php](https://burbanktaxservices.com/index.php)
- [cashtracksfinancial.com/services](https://cashtracksfinancial.com/services)
- [esullivan.net](https://esullivan.net)
- [jwesofinancial.com](https://jwesofinancial.com)
- [mccarthy.solutions/about/about-me](https://mccarthy.solutions/about/about-me)
- [newtonwealthmanagement.com](https://newtonwealthmanagement.com)
- [nracpa.com/index.php](https://nracpa.com/index.php)
- [overcashbuell.com/disclaimer.php](https://overcashbuell.com/disclaimer.php)
- [rmbcpa.biz/INDpersonalfinplan.php](https://rmbcpa.biz/INDpersonalfinplan.php)
- [sullivanwealthmgmt.com](https://sullivanwealthmgmt.com)
- [transitionsfinancialindiana.com](https://transitionsfinancialindiana.com)
- [usataxwork.us](https://usataxwork.us)
- [walkerwm.com](https://walkerwm.com)
- [yhroth.com](https://yhroth.com)
- Facebook @tom.faulconer
- LinkedIn @lakewealth
- LinkedIn @tomfaulconer

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $481,000,000 | 89 | September 13, 2021 |
| October 2022 | $663,101,823 | 85 | March 8, 2022 |
| October 2023 | $602,923,205 | 87 | June 29, 2023 |
| October 2024 | $749,207,372 | 82 | July 1, 2024 |
| October 2025 | $900,511,000 | 82 | May 19, 2025 |
| October 2026 | $1,012,991,000 | 80 | March 17, 2026 |

Regulatory assets under management: $481,000,000 in the October 2021 data and $1,012,991,000 in the October 2026 data, up 111%.
Total employees: 89 in October 2021 and 80 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Added the business name Bison Creek Advisors, LLC.
- Employees performing advisory functions went from 82 to 80.
- Regulatory assets under management went from $900,511,000 to $1,012,991,000 (+12%).
- Added an office in Castle Rock, CO.
- Added an office in Cincinnati, OH.
- No longer lists an office in Burnsville, MN.
- No longer lists an office in Frederick, MD.
- No longer lists an office in Scottsdale, AZ.

### January 2026
- No longer registered or notice-filed in KS.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Archer Investment Corporation (CRD 136403): Form ADV filing data as of October 2026.