$370.8M Total AUM
$370.8M Disc. AUM
-- 3Y CAGR
4 Employees
254 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail
- Platforms
- Timber momentumBeacon ember +more
- Established Date
- 03-19-2008
- Office Locations
- 4
Office Locations
-- Austin TX
-- Hayden ID
-- Lyons GA
About Archer Investment Management
Archer Investment Management is an independent RIA serving high-achieving professionals in their peak earning years with investment management, comprehensive financial planning, and strategic life planning. Portfolios emphasize global diversification while minimizing underlying fees and taxes. The firm is fee-transparent (no extra compensation on recommendations), and all advisors are CFP professionals; client assets are custodied at Charles Schwab & Company.
Team overview
48 AVG AGE
$92.7M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
6.6 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Zenith Pathway insight Matrix Value catalyst Vector
Client Personas
Pathway quantum Radial vector
Custodian
Element Zenith Ridge legacy Radial fusion Vector Value Bridge
Fund Managers
Oak
Investment Themes
Capital
Investment Vehicles
Fusion peak Radial
Platform
Zenith Ember Legacy
Services
Oak quantum Vertex value Fusion Pioneer unison Momentum Beacon Insight insight Radial glacier Zenith catalyst
Technology
Vital bridge Prime Legacy summit
Owner & Executives
E
EMILY CASEY RASSAM
Advisor, SENIOR FINANCIAL PLANNER
- CRD
- #5365217
- Ownership
- 10% but less than 25%
(965) 470-3129
pathway.oak@horizoncapital.com
in linkedin.com/in/crest-pioneer
RICHARD JAMES ARCHER
Advisor, Chief Compliance Officer, President
- CRD
- #2639749
- Ownership
- Less than 5%
(571) 681-9854
meridian.glacier@momentumcapital.com
in linkedin.com/in/glacier-radial
Showing 2 of 2 owners & executives
Unlock allContacts
Marti Ailene Bott
--
- CRD
- #5793702
(956) 527-7506
signal.ember@quantumcapital.com
in linkedin.com/in/quantum-focus
C
Cheyney Rhea Scarbrough
--
- CRD
- #7516299
(830) 565-6381
meridian.alpha@capitalcapital.com
in linkedin.com/in/catalyst-vector
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $370,799,063 | $170,561 |
| Non-Discretionary | $0 | -- |
| Total | $370,799,063 | $170,561 |
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Separately Managed Accounts
Total SMA Asset: $370,799,063
Public Funds:
8.8% Cash:
15.7% Equity - Exchange:
11.6% Municipal Bonds:
27.1% Corporate - Investment Grade:
5.0% Equity - OTC:
13.9% U.S. Government/Agency:
17.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $764,281,016 | 8.8% |
| Cash | $1,363,546,812 | 15.7% |
| Equity - Exchange | $1,007,461,339 | 11.6% |
| Municipal Bonds | $2,353,638,128 | 27.1% |
| Corporate - Investment Grade | $434,250,577 | 5.0% |
| Equity - OTC | $1,207,216,605 | 13.9% |
| U.S. Government/Agency | $1,554,617,067 | 17.9% |
| Total | $8,685,011,544 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE SIGNAL | OPTIMA HORIZON | RP4SRES22 | VUZAT | 2.72% | $22,140,914 |
| FOCUS TIMBER | ALPHA FOCUS | P79ND4WKS | XEZ | 6.50% | $10,917,222 |
| CAPITAL PATHWAY NORTH | VITAL RADIAL | 5HD817DB4 | LPS | 3.28% | $82,678,745 |
| BEACON MERIDIAN | OAK BRIDGE | 7K4LRVQFO | TLFHX | 9.36% | $79,443,474 |
| LEGACY VITAL EAGLE | FRONTIER MERIDIAN | 69U0HUBVN | ZMZQ | 9.63% | $112,758,025 |
| RIDGE ATLAS | TIMBER SIGNAL | RQIEZ0H2Y | USKF | 11.87% | $80,326,363 |
| MERIDIAN RADIAL FOCUS | MERIDIAN HARBOR | 85WXOM5HE | VWCQ | 10.47% | $111,696,665 |
| MERIDIAN RADIAL | RIDGE MATRIX | VI2GB956F | OREUP | 8.51% | $97,430,932 |