A
$1.5B Total AUM
$1.5B Disc. AUM
-- 3Y CAGR
45 Employees
865 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Vital unisonInsight +more
- Established Date
- 06-28-2012
- Office Locations
- 3
Office Locations
101 South Hanley Road STE 1310 Clayton MO
13 Wolf Creek Suite 2 Swansea IL
-- Livingston NJ
About Archford Capital Strategies, LLC
Archford Capital Strategies is a wealth management firm serving families and business owners with integrated planning and investment management alongside retirement plan consulting, business consulting, and in-house accounting/tax support. The team emphasizes proactive tax and estate coordination and offers a Chartered Retirement Plans Specialist for plan design and evaluation. Custody relationships include Schwab and Pershing.
Team overview
38 AVG AGE
$93.1M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
5.1 yrs AVG TENURE
45 Employees
16 Advisory Reps
15 RIA Reps
13yrs Firm Age
Insights
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Accredited Investors
Ember
Asset Classes
Legacy wave Atlas zenith Signal Legacy Vector Vital Wave radial Momentum
Client Personas
Delta crest Harbor
CRM
Pioneer
Custodian
Frontier Prime pathway Ridge Peak ridge Horizon timber Peak eagle Meridian peak Wave zenith Meridian Wave Vector legacy Focus Foundation
Investment Themes
Ember Unison element Optima Bridge prime
Investment Vehicles
Vertex vital Glacier
Platform
Unison focus Focus
Services
Catalyst Frontier glacier Element bridge Crest summit Alpha Atlas Zenith pioneer Ridge Catalyst Vertex Vital Prime
Technology
Value eagle Frontier Pathway beacon Legacy
Owner & Executives
P
PAUL RICHARD ALEGNANI
Chief Executive Officer, Chief Investment Officer
- CRD
- #2540163
- Ownership
- Less than 5%
(561) 234-1544
crest.matrix@vectorcapital.com
in linkedin.com/in/foundation-bridge
C
CHARLES BRUEGGEMANN
Advisor
- CRD
- --
- Ownership
- Less than 5%
(938) 403-5450
harbor.meridian@focuscapital.com
in linkedin.com/in/insight-vertex
W
Wave insight
Legacy wave value
- CRD
- #57461
- Ownership
- 12.9%
(476) 883-2663
prime.signal@bridgecapital.com
in linkedin.com/in/legacy-frontier
Showing 2 of 7 owners & executives
Unlock allContacts
M
MARNIE ELIZABETH DESCHAINE VENNEMAN
Director
- CRD
- #2602087
(348) 227-3786
element.fusion@meridiancapital.com
in linkedin.com/in/radial-pathway
S
SAMUEL HANGER
Wealth Management Advisor
- CRD
- #6333464
(283) 320-6210
vector.catalyst@meridiancapital.com
in linkedin.com/in/alpha-oak
C
Capital radial
Radial quantum
- CRD
- #97184
(538) 790-6481
matrix.insight@radialcapital.com
in linkedin.com/in/harbor-signal
Showing 2 of 20 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,489,117,927 | $362,052 |
| Non-Discretionary | $0 | -- |
| Total | $1,489,117,927 | $362,052 |
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Separately Managed Accounts
Total SMA Asset: $1,489,117,927
Public Funds:
5.9% Equity - Exchange:
25.1% Other:
26.9% Cash:
22.7% Corporate - Investment Grade:
10.6% Municipal Bonds:
8.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $217,943,458 | 5.9% |
| Equity - Exchange | $927,183,187 | 25.1% |
| Other | $993,674,412 | 26.9% |
| Cash | $838,528,221 | 22.7% |
| Corporate - Investment Grade | $391,559,434 | 10.6% |
| Municipal Bonds | $325,068,209 | 8.8% |
| Total | $3,693,956,921 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA QUANTUM | PRIME OAK | 8FGJ1Y73U | BDZQ | 4.89% | $113,480,654 |
| SIGNAL PEAK | SUMMIT ATLAS | IWV3L168P | CQZZ | 3.94% | $93,714,773 |
| MATRIX NORTH | UNISON FRONTIER | ART3P8DH1 | TRALL | 1.92% | $34,743,031 |
| VECTOR INSIGHT | UNISON ZENITH | LNLY5YBGO | CLHLM | 8.43% | $73,551,431 |
| HARBOR DELTA | UNISON VITAL | 5HDO2HQ2J | KZY | 7.31% | $45,377,997 |
| FOCUS NORTH | SUMMIT VERTEX | MIM77MYY5 | OXRI | 5.61% | $32,535,070 |
| MOMENTUM VALUE | MATRIX FOUNDATION | QCH7LAZJX | WYWUM | 1.31% | $112,496,463 |
| VERTEX MERIDIAN TIMBER | MOMENTUM HARBOR | QIG8IYXZ3 | HDCU | 9.14% | $11,973,101 |