# Archer Investment Management

> Archer Investment Management is an SEC-registered investment advisory firm, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 11, 2026.

- CRD: 146852
- Filed as: ARCHER INVESTMENT MANAGEMENT
- Legal name: Archer Investment Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146852
- AdvisorCensus page: https://advisorcensus.com/firm/archer-investment-management-146852

## Quick answers

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

**How much does Archer Investment Management charge?**
Its Form ADV Part 2A brochure dated April 27, 2026 states: Asset-based fee: 0.15% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Archer Investment Management registered with the SEC or a state?**
Archer Investment Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 146852.

**How much does Archer Investment Management manage?**
Archer Investment Management reports $370,799,063 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (100% discretionary).

**How have Archer Investment Management's assets and staff changed since 2021?**
In the Form ADV data for Archer Investment Management: Regulatory assets under management: $125,481,719 in the October 2021 data and $370,799,063 in the October 2026 data, up 196%. Total employees: 2 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Archer Investment Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (184); high net worth individuals (70).

**Which custodians does Archer Investment Management use?**
Archer Investment Management'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 Archer Investment Management 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/146852

**What changed in Archer Investment Management's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in LA.

## 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 April 27, 2026)

- Asset-based fee: 0.15% to 1% a year (a range, as the brochure states it)

> AIM is compensated by our clients through a monthly investment management fee that is based on a percentage of the net asset value, or total assets minus liabilities, of the account and will generally range from 0.15% to 1.00% of assets under management per year, depending on the size and complexity of the account.

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: $370,799,063
- Discretionary: $370,799,063
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 184 | $175,908,562 |
| High net worth individuals | 70 | $194,890,501 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, GA, ID, IN, LA, NC, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- archerim.com
- Facebook @ARCHERINVESTMENTMANAGEMENT
- LinkedIn @ARCHER-INVESTMENT-MANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $125,481,719 | 2 | April 23, 2021 |
| October 2022 | $170,555,619 | 3 | March 22, 2022 |
| October 2023 | $184,902,252 | 4 | March 15, 2023 |
| October 2024 | $229,565,181 | 3 | May 8, 2024 |
| October 2025 | $308,905,944 | 5 | February 12, 2025 |
| October 2026 | $370,799,063 | 4 | September 11, 2026 |

Regulatory assets under management: $125,481,719 in the October 2021 data and $370,799,063 in the October 2026 data, up 196%.
Total employees: 2 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in LA.

### March 2026
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $308,905,944 to $370,799,063 (+20%).

### December 2025
- Registered or notice-filed in CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Archer Investment Management (CRD 146852): Form ADV filing data as of October 2026.