Arc Advisory LLC
● SEC registered since 2024CRD 330258SEC# 801-129936San Francisco, CA
Reg. AUM
$708.3M
Employees
25
Accounts
762
Location
San Francisco, CA
Arc Advisory LLC assets under management
Arc Advisory LLC operates as an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2024. It reports $708.3 million in regulatory assets under management and employs 25 people.
Arc Advisory LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Newkirk Control | Chief Compliance Officer | Under 5% | 2025 |
| Arc Technologies, Inc. Control | Parent Company | Over 75% | 2024 |
| Nicholas M Lombardo Control | Chief Executive Officer | Under 5% | 2025 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Arc Advisory LLC manage?
Arc Advisory LLC reports $708.3 million in regulatory assets under management on its Form ADV.
How many employees does Arc Advisory LLC have?
Arc Advisory LLC reports 25 employees.
Where is Arc Advisory LLC located?
Arc Advisory LLC is based in San Francisco, CA and has been SEC-registered since 2024.
Does Arc Advisory LLC disclose fund performance?
Arc Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 601 California St., Suite 400, San Francisco, CA 94108 |
| Phone | (510) 213-8085 |
| Office hours | 9a.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$708.3M▲ 61%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$708.3Mregulatory AUM
Discretionary $0Non-discretionary $708.3M