CRD: 156062
THE Archer Consulting Group, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-01-2010
- Office Locations
- 3
Office Locations
About THE Archer Consulting Group, LLC
Archer Consulting Group is an RIA providing financial planning and portfolio construction for individuals and business owners/entrepreneurs, including retirement, estate, and insurance planning. The firm uses an evidence-based, efficient-markets approach rooted in Eugene F. Fama’s research, emphasizing disciplined asset allocation. Reported relationships include Dimensional Fund Advisors and custody through Fidelity/NFS.
Team overview
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Investment Themes
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Owner & Executives
JONA THOMAS HUSBANDS
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #4163338
- Ownership
- 25% but less than 50%
ALLAN GEORGE JASTER
Financial Advisor, General Partner
- CRD
- #5391998
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $192,244,119 | $560,478 |
| Non-Discretionary | $0 | -- |
| Total | $192,244,119 | $560,478 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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