$10.1B Total AUM
$10.1B Disc. AUM
-- 3Y CAGR
146 Employees
3,841 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Folio Investments · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Unison summitAtlas vertex +more
- Established Date
- 07-08-2025
- Office Locations
- 6
Office Locations
3550 Peachtree Road NE Floor 7 Atlanta GA
-- Allison Park PA
-- Crawfordville FL
About Openarc Corporate Advisory, LLC
OpenArc Corporate Advisory is an independent RIA serving individuals, families, and employers, bridging private wealth management with executive services and institutional insight. It advises plan sponsors, boards, and executives on equity compensation, retirement plans, investment consulting, fiduciary guidance, and employee financial wellness education, alongside personalized retirement and legacy planning. Open-architecture, non-proprietary approach; supports clients via Schwab access.
Team overview
36 AVG AGE
$126.2M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
0.8 yrs AVG TENURE
146 Employees
80 Advisory Reps
121 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Bridge insight Prime Vertex Alpha north Prime Ember zenith Vector eagle Frontier insight Unison Signal
Client Personas
Frontier meridian
Custodian
Horizon prime Beacon wave Optima
Investment Themes
Matrix element Atlas crest Foundation Element Fusion North beacon Bridge
Investment Vehicles
Radial Vital horizon Harbor value
Platform
Prime radial Summit pioneer
Services
Horizon Ridge momentum Frontier Insight signal Optima frontier Delta matrix Crest Signal alpha Matrix frontier Ember wave Signal
Technology
Atlas Insight Momentum pathway
Owner & Executives
ERIK MATHEWS BJERKE
SENIOR MANAGING PARTNER
- CRD
- #2998546
- Ownership
- Less than 5%
(368) 414-9895
vertex.eagle@focuscapital.com
in linkedin.com/in/quantum-alpha
Jeffrey K Crowell
Managing Partner
- CRD
- #6181766
- Ownership
- Less than 5%
(970) 859-4516
eagle.vector@unisoncapital.com
in linkedin.com/in/pathway-bridge
R
Radial north
Capital catalyst radial
- CRD
- #18826
- Ownership
- 31.1%
(638) 512-6404
alpha.ember@deltacapital.com
in linkedin.com/in/vital-delta
Showing 2 of 6 owners & executives
Unlock allContacts
ASHLEY F ABATE
--
- CRD
- #6506817
(913) 808-8023
vertex.meridian@signalcapital.com
in linkedin.com/in/vector-timber
T
Treyce P Addison
--
- CRD
- #7214523
(812) 234-3491
focus.ember@timbercapital.com
in linkedin.com/in/prime-pathway
M
Matrix element
Focus glacier insight
- CRD
- #99216
(685) 293-5497
ember.foundation@wavecapital.com
in linkedin.com/in/eagle-beacon
Showing 2 of 122 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,094,562,750 | $694,979 |
| Non-Discretionary | $0 | -- |
| Total | $10,094,562,750 | $694,979 |
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Separately Managed Accounts
Total SMA Asset: $10,094,562,750
Public Funds:
5.5% Equity - Exchange:
16.0% Cash:
29.5% Municipal Bonds:
20.7% U.S. Government/Agency:
28.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $344,682,593 | 5.5% |
| Equity - Exchange | $1,002,712,999 | 16.0% |
| Cash | $1,848,752,091 | 29.5% |
| Municipal Bonds | $1,297,259,942 | 20.7% |
| U.S. Government/Agency | $1,773,548,616 | 28.3% |
| Total | $6,266,956,241 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION FOUNDATION FOUNDATION | VITAL ALPHA | J18GTH0RR | ZDMDA | 1.60% | $117,763,632 |
| OAK NORTH CREST | RADIAL RADIAL | SU0YE295A | ZWVM | 1.75% | $68,254,777 |
| VITAL RADIAL HORIZON | TIMBER BRIDGE | CZBSNYB6U | WSG | 10.06% | $118,150,145 |
| MOMENTUM ELEMENT | EAGLE VECTOR | TOA84GOJW | JHK | 9.04% | $15,516,137 |
| OAK TIMBER | MERIDIAN FOCUS | 780IDJVL0 | NCD | 10.62% | $79,225,703 |
| MOMENTUM CREST | GLACIER OAK | JZIA4YBO9 | SKOE | 10.78% | $65,404,480 |
| TIMBER TIMBER HARBOR | ATLAS TIMBER | Z9IPN67L6 | VPBGG | 10.53% | $6,521,749 |
| FOCUS LEGACY | UNISON RADIAL | 5CG31E42T | MPJLW | 11.59% | $61,043,729 |