$10.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
42 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vital bridge
- Established Date
- 11-01-2007
- Office Locations
- 1
Office Locations
-- Abington PA
About Arca Archa, LLC
ARCA ARCHA, LLC is an Abington, PA advisory firm providing investment management, financial planning, and business services for individuals and organizations. Portfolios are built using a blend of scientific, fundamental, strategic, and technical analysis, with an ETF-centric implementation. The firm commonly custodies at Charles Schwab.
Team overview
-- AVG AGE
$10.9M AVG AUM / ADVISOR
$258.9K AVG AUM / CLIENT
18.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
North Momentum
Custodian
Pioneer Focus
Investment Themes
Radial value Vertex
Investment Vehicles
Radial
Services
Beacon Capital Matrix vertex Horizon Vertex pathway Eagle signal Ember Matrix crest Vector frontier
Technology
Optima
Owner & Executives
Shandon Gelbaugh
Advisor, Chief Compliance Officer, President
- CRD
- #4638868
- Ownership
- 75% or more
(830) 454-1729
timber.meridian@summitcapital.com
in linkedin.com/in/delta-fusion
S
SETH NIXON
--
- CRD
- --
- Ownership
- 5% but less than 10%
(940) 952-1487
meridian.north@vectorcapital.com
in linkedin.com/in/element-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,873,856 | -- |
| Total | $10,873,856 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,873,856
Equity - Exchange:
58.3% Cash:
41.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,408,549,357 | 58.3% |
| Cash | $2,438,019,008 | 41.7% |
| Total | $5,846,568,365 | 100.0% |