# Archetype Advisors, LLC

> Archetype Advisors, LLC is an SEC-registered investment advisory firm in Doylestown, PA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 156527
- Filed as: ARCHETYPE ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Doylestown, PA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156527
- AdvisorCensus page: https://advisorcensus.com/firm/archetype-advisors-llc-doylestown-pa-156527

## Quick answers

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

**Where is Archetype Advisors, LLC located?**
Archetype Advisors, LLC's principal office is in Doylestown, PA, according to its Form ADV.

**Is Archetype Advisors, LLC registered with the SEC or a state?**
Archetype Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 156527.

**How much does Archetype Advisors, LLC manage?**
Archetype Advisors, LLC reports $260,000,000 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Archetype Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Archetype Advisors, LLC: Regulatory assets under management: $100,085,333 in the October 2021 data and $260,000,000 in the October 2026 data, up 160%. Total employees: 7 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 Archetype Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (170); high net worth individuals (105).

**Which custodians does Archetype Advisors, LLC use?**
Archetype Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Archetype Advisors, LLC report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156527

**What changed in Archetype Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $195,000,000 to $260,000,000 (+33%).

## 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 27, 2026)

- Minimum annual fee: $6,000

> Archetype generally seeks to impose a minimum annual fee of $6,000.

> Archetype, in its sole discretion, may waive these stated fee minimums based upon certain criteria including anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existing client, account retention, and pro bono activities.

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

### Custodians (Schedule D, Section 5.K(3))
- Pershing Advisor Solutions LLC

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: $260,000,000
- Discretionary: $260,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 170 | $36,400,000 |
| High net worth individuals | 105 | $223,600,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CO, FL, IL, LA, MD, NC, NJ, NY, PA, TX
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(5): Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?
- 11.E(4): Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156527

### Websites listed on Form ADV (Item 1.I)
- archetypeadvisor.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $100,085,333 | 7 | January 29, 2021 |
| October 2022 | $120,586,288 | 6 | March 31, 2022 |
| October 2023 | $129,146,490 | 6 | March 30, 2023 |
| October 2024 | $198,676,570 | 4 | March 31, 2024 |
| October 2025 | $195,000,000 | 4 | March 24, 2025 |
| October 2026 | $260,000,000 | 4 | March 27, 2026 |

Regulatory assets under management: $100,085,333 in the October 2021 data and $260,000,000 in the October 2026 data, up 160%.
Total employees: 7 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $195,000,000 to $260,000,000 (+33%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Archetype Advisors, LLC (CRD 156527): Form ADV filing data as of October 2026.