AdvisorCensus / Financial advisors / Florida / Miami / Archpoint Investors
Archpoint Investors
Filed as ARCHPOINT INVESTORS · Legal name Archpoint Investors LLC
Archpoint Investors is an SEC-registered investment advisory firm in Coral Gables, FL, registered since 2009, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 3, 2026.
Quick answers
From the filingHow is Archpoint Investors compensated?
On its Form ADV (Item 5.E, October 2026), Archpoint Investors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.
What does Archpoint Investors' brochure say about its fees?
Its Form ADV Part 2A brochure dated March 3, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Archpoint Investors located?
Archpoint Investors' principal office is in Coral Gables, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Archpoint Investors registered with the SEC or a state?
Archpoint Investors is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 151807.
How much does Archpoint Investors manage?
Archpoint Investors reports $4,133,118,802 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (19% discretionary).
How have Archpoint Investors' assets and staff changed since 2021?
In the Form ADV data for Archpoint Investors: Regulatory assets under management: $1,783,314,950 in the October 2021 data and $4,133,118,802 in the October 2026 data, up 132%. Total employees: 6 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Archpoint Investors serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (27); charitable organizations (9); pooled investment vehicles (other than investment companies and business development companies) (2).
Which custodians does Archpoint Investors use?
Archpoint Investors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and J.P. Morgan Securities LLC as custodians holding 10% or more of its separately managed account assets.
Does Archpoint Investors 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/151807
What changed in Archpoint Investors' recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $3,700,657,096 to $4,133,118,802 (+12%).
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
- Fixed fees (other than subscription fees)
- Performance-based 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 2AAsset-based fee: 1% of assets a year
The brochure's wording
As a general rule, a fee of 1% of the total assets to be managed provides the initial point of reference for the fees that will be charged.
As stated in the firm's Form ADV Part 2A brochure dated March 3, 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$4,133,118,802 as of October 2026, filing dated March 3, 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- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Archpoint Investors LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2009 (16 years)
- Employees
- Total: 11. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
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 | $4,133,118,802 | 11 | March 3, 2026 |
| October 2025 | $3,700,657,096 | 9 | March 6, 2025 |
| October 2024 | $3,349,409,812 | 9 | September 4, 2024 |
| October 2023 | $3,109,820,181 | 9 | October 2, 2023 |
| October 2022 | $2,734,879,027 | 8 | May 3, 2022 |
| October 2021 | $1,783,314,950 | 6 | June 25, 2021 |
Regulatory assets under management: $1,783,314,950 in the October 2021 data and $4,133,118,802 in the October 2026 data, up 132%.
Total employees: 6 in October 2021 and 11 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 months- April 2026
- Regulatory assets under management went from $3,700,657,096 to $4,133,118,802 (+12%).
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. Archpoint Investors (CRD 151807): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/archpoint-investors-coral-gables-fl-151807