# Arrowroot Capital Management, LLC

> Arrowroot Capital Management, LLC is an SEC-registered investment advisory firm in Marina del Rey, CA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 13, 2026.

- CRD: 285193
- Filed as: ARROWROOT CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Marina del Rey, CA
- Filing period: October 2026
- Form ADV filing dated: May 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285193
- AdvisorCensus page: https://advisorcensus.com/firm/arrowroot-capital-management-llc-marina-del-rey-ca-285193

## Quick answers

**How is Arrowroot Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Arrowroot Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Arrowroot Capital Management, LLC located?**
Arrowroot Capital Management, LLC's principal office is in Marina del Rey, CA, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Arrowroot Capital Management, LLC registered with the SEC or a state?**
Arrowroot Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 285193.

**How much does Arrowroot Capital Management, LLC manage?**
Arrowroot Capital Management, LLC reports $465,465,723 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (100% discretionary).

**How have Arrowroot Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Arrowroot Capital Management, LLC: Regulatory assets under management: $484,508,756 in the October 2021 data and $465,465,723 in the October 2026 data, down 4%. Total employees: 18 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Arrowroot Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).

**Does Arrowroot Capital Management, LLC 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/285193

**What changed in Arrowroot Capital Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 7 to 9. Regulatory assets under management went from $587,379,632 to $469,487,715 (-20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $465,465,723
- Discretionary: $465,465,723
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $465,465,723 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 16 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Miami, FL

### Websites listed on Form ADV (Item 1.I)
- arrowrootcapital.com
- LinkedIn @ARROWROOT-CAPITAL
- X @ARROWROOTCAP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $484,508,756 | 18 | March 24, 2021 |
| October 2022 | $662,715,546 | 18 | May 3, 2022 |
| October 2023 | $801,176,692 | 20 | May 12, 2023 |
| October 2024 | $734,999,900 | 17 | May 6, 2024 |
| October 2025 | $587,379,632 | 15 | May 12, 2025 |
| October 2026 | $465,465,723 | 16 | May 13, 2026 |

Regulatory assets under management: $484,508,756 in the October 2021 data and $465,465,723 in the October 2026 data, down 4%.
Total employees: 18 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 7 to 9.
- Regulatory assets under management went from $587,379,632 to $469,487,715 (-20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arrowroot Capital Management, LLC (CRD 285193): Form ADV filing data as of October 2026.