This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- American Funds · Fidelity/NFS · Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-12-2005
- Office Locations
- 63
Office Locations
About Archer Investment Corporation
Archer Investment Corporation is a registered investment advisor in Carmel, IN partnering with individuals and families—often alongside their CPA or accountant—to build and manage goal-based portfolios. The firm applies institutional-style portfolio construction, disciplined asset allocation, and diversification across traditional and nontraditional assets, with rigorous screening and ongoing oversight. Team-based approach draws on principals’ 45+ years of experience and emphasizes independent, objective advice.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TROY CARTER PATTON
Chief Compliance Officer, President
- CRD
- #2806817
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
MICHAEL JOSEPH ADRIAN III
--
- CRD
- #2285905
DAVID FRANK ALFANO
Founder
- CRD
- #3061144
Showing 2 of 77 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,012,991,000 | $196,812 |
| Non-Discretionary | $0 | -- |
| Total | $1,012,991,000 | $196,812 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing