$49.0M Total AUM
$49.0M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
18 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-07-2008
- Office Locations
- 1
Office Locations
-- Annandale VA
About ARM Financial LLC
ARM Financial LLC is a boutique RIA led by managing member Abraham McAllister, providing customized portfolio management and planning with a patient, long-term approach. The firm works with individuals and entrepreneurs across retail and institutional relationships, with portfolios that lean heavily on ETFs and cash management. Clients receive direct access to their adviser, with custody via Interactive Brokers.
Team overview
47 AVG AGE
$49.0M AVG AUM / ADVISOR
$816.7K AVG AUM / CLIENT
18.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
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Asset Classes
Foundation Catalyst horizon Oak beacon Vital Summit insight Frontier Momentum
Client Personas
Value
Investment Themes
Fusion Unison Wave Vector
Investment Vehicles
Focus value
Services
Pioneer Vertex focus Signal Eagle Signal pioneer Frontier pioneer
Owner & Executives
ABRAHAM ROY MCALLISTER
Chief Compliance Officer, Founder, Managing Member, Owner, PRINCIPAL
- CRD
- #5502223
- Ownership
- 75% or more
(550) 584-2697
optima.ember@wavecapital.com
in linkedin.com/in/oak-prime
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,000,000 | $816,667 |
| Non-Discretionary | $0 | -- |
| Total | $49,000,000 | $816,667 |
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Separately Managed Accounts
Total SMA Asset: $48,060,000
Equity - Exchange:
19.6% Cash:
80.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $947,765,595 | 19.6% |
| Cash | $3,887,773,156 | 80.4% |
| Total | $4,835,538,751 | 100.0% |