CRD: 129927
Archambo Financial Advisors, Inc.
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- Custodian
- Hilltop Securities
- Clients
- Retail
- Platforms
- AtlasTimber vertex +more
- Established Date
- 01-29-2004
- Office Locations
- 1
Office Locations
About Archambo Financial Advisors, Inc.
Archambo Financial Advisors is a Bartlesville, OK financial planning firm providing investment management alongside insurance, retirement planning, and estate planning. The team emphasizes a high‑touch, relationship-driven approach focused on putting clients first. Portfolios commonly use mutual funds and ETFs with fixed income exposure, supported by asset allocation and risk management discipline. Often serves entrepreneurs; custody includes Hilltop Securities.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
AARON SCOTT ARCHAMBO
President
- CRD
- #2587428
- Ownership
- 75% or more
JONATHAN STEVEN RUSSELL
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #7428994
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DEBORAH ELAINE MUEGGENBORG
Investment Advisor Representative
- CRD
- #4473013
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,596,882 | $502,044 |
| Non-Discretionary | $16,480,982 | $2,354,426 |
| Total | $163,077,864 | $545,411 |
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Separately Managed Accounts
Total SMA Asset: $163,077,864
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,526,932,049 | 18.3% |
| Equity - Exchange | $959,547,462 | 11.5% |
| Municipal Bonds | $2,937,049,624 | 35.2% |
| Cash | $2,920,361,841 | 35.0% |
| Total | $8,343,890,976 | 100.0% |