$86.8M Total AUM
$86.7M Disc. AUM
-- 3Y CAGR
7 Employees
14 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-31-2024
- Office Locations
- 1
Office Locations
900 Circle 75 Parkway Suite 1430 Atlanta GA
About ARC Asset Management LLC
ARC Asset Management (ARC Management) is an Atlanta-based advisory firm focused on sports, music, and entertainment professionals, providing business management, financial advisory/wealth planning, and personal accounting. The firm also supports investment planning and portfolio construction alongside tax, estate, and insurance planning where needed—built for the complex cash flows of talent.
Team overview
-- AVG AGE
$86.8M AVG AUM / ADVISOR
$6.2M AVG AUM / CLIENT
2.3 yrs AVG TENURE
7 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
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Asset Classes
Harbor Harbor quantum Ridge Crest atlas Atlas
Investment Themes
Value fusion Wave Pathway ridge Insight crest
Investment Vehicles
Fusion
Services
Eagle prime Optima meridian Legacy delta Alpha Ember Peak Pathway North Vertex ridge
Owner & Executives
J
Joseph Tatum Henshaw
Chief Compliance Officer
- CRD
- #7847099
- Ownership
- Less than 5%
(777) 874-5010
horizon.beacon@bridgecapital.com
in linkedin.com/in/pathway-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,671,000 | -- |
| Non-Discretionary | $129,000 | -- |
| Total | $86,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $86,800,000
Public Funds:
41.4% Equity - Exchange:
15.6% Cash:
13.5% Municipal Bonds:
10.3% Corporate - Investment Grade:
19.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,158,997,528 | 41.4% |
| Equity - Exchange | $813,535,301 | 15.6% |
| Cash | $704,020,933 | 13.5% |
| Municipal Bonds | $537,141,897 | 10.3% |
| Corporate - Investment Grade | $1,001,274,216 | 19.2% |
| Total | $5,214,969,875 | 100.0% |