$104.9M Total AUM
$104.9M Disc. AUM
-- 3Y CAGR
1 Employees
97 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Folio Investments
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-06-2020
- Office Locations
- 1
Office Locations
475 W. Main Street Boise ID
About ARC Advisers LLC
Arc Advisers LLC is a Boise, ID-based RIA providing values-based financial planning and investment management, with an emphasis on sustainable/socially responsible investing. Portfolios are built primarily with public funds and ETFs, complemented by municipal bond exposure as needed. The firm custodies with Charles Schwab and focuses on aligning client goals with community- and planet-minded outcomes.
Team overview
36 AVG AGE
$104.9M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
6.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
COLLIN BRAHM TODD
Chief Compliance Officer, Financial Planner, PRINCIPAL
- CRD
- #5848845
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $104,871,590 | -- |
| Non-Discretionary | $0 | -- |
| Total | $104,871,590 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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