CRD: 336837
Openarc Corporate Advisory, LLC
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- Custodian
- Charles Schwab & Company · Folio Investments · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-08-2025
- Office Locations
- 6
Office Locations
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.
Reported data analysis
What the numbers show
Between October 6, 2025 and July 27, 2026, reported AUM increased 2175.1%, from $443.7M to $10.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 80 advisory representatives and 3,841 clients, or 48 clients per representative. That equates to $2.6M in reported AUM per client.
The profile lists 6 reported office locations and 1 years in operation. The source data was last updated on July 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Openarc Corporate Advisory, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ERIK MATHEWS BJERKE
SENIOR MANAGING PARTNER
- CRD
- #2998546
- Ownership
- Less than 5%
Jeffrey K Crowell
Managing Partner
- CRD
- #6181766
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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ASHLEY F ABATE
--
- CRD
- #6506817
Treyce P Addison
--
- CRD
- #7214523
Showing 2 of 122 contacts
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| 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
SMA allocation detail is available
Openarc Corporate Advisory, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Openarc Corporate Advisory, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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