Archer Investment Management, LLC
● SEC registered since 2021CRD 146852SEC# 801-120764
Reg. AUM
$370.8M
Employees
4
Accounts
2,174
Location
—
About Archer Investment Management
Archer Investment Management is a fee-only advisory practice helping professionals set goals, manage taxes, and plan for retirement. Advisors emphasize CFP-led planning, global diversification, and personalized strategies with clear education around how portfolios support clients' futures.
Summary based on the firm’s website.
Archer Investment Management, LLC assets under management
Archer Investment Management, LLC is an SEC-registered investment adviser. The firm has been registered since 2021. It reports $370.8 million in regulatory assets under management and employs 4 people.
Archer Investment Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Emily Casey Rassam | Senior Financial Planner | 10-25% | 2022 |
| Richard James Archer Control | President And Chief Compliance Officer | Under 5% | 2008 |
| The Slug Trust Control | Revocable Trust | Over 75% | 2023 |
| Richard James Archer Control | Trustee | — | 2023 |
Frequently asked questions
How much does Archer Investment Management, LLC manage?
Archer Investment Management, LLC reports $370.8 million in regulatory assets under management on its Form ADV.
How many employees does Archer Investment Management, LLC have?
Archer Investment Management, LLC reports 4 employees.
Does Archer Investment Management, LLC disclose fund performance?
Archer Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (512) 887-8651 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$370.8M▲ 20%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,389 advisers
EmployeesTop 69%
More than 31% of 16,799 advisers
Assets under management
$370.8Mregulatory AUM
Discretionary $370.8M