# Arsenal Capital Advisors LLC

> Arsenal Capital Advisors LLC is an SEC-registered investment advisory firm in Conshohocken, PA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 5, 2026.

- CRD: 325612
- Filed as: ARSENAL CAPITAL ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Conshohocken, PA
- Filing period: October 2026
- Form ADV filing dated: June 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325612
- AdvisorCensus page: https://advisorcensus.com/firm/arsenal-capital-advisors-llc-conshohocken-pa-325612

## Quick answers

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

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

**Is Arsenal Capital Advisors LLC registered with the SEC or a state?**
Arsenal Capital Advisors LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 325612.

**How much does Arsenal Capital Advisors LLC manage?**
Arsenal Capital Advisors LLC reports $267,086,889 in regulatory assets under management in its Form ADV filing dated June 5, 2026 (100% discretionary).

**What types of clients does Arsenal Capital Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (97).

**Which custodians does Arsenal Capital Advisors LLC use?**
Arsenal Capital Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Morgan Stanley as custodians holding 10% or more of its separately managed account assets.

**Does Arsenal Capital Advisors 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/325612

**What changed in Arsenal Capital Advisors LLC's recent Form ADV filings?**
In the January 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Morgan Stanley

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: $267,086,889
- Discretionary: $267,086,889
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 97 | $266,029,727 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,057,162 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [arsenalcapitaladvisors.com](https://arsenalcapitaladvisors.com)
- LinkedIn @arsenal-capital-advisors

## Changes in the filing (last 12 months)

### January 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arsenal Capital Advisors LLC (CRD 325612): Form ADV filing data as of October 2026.