Arm Financial LLC
● SEC registered since 2025CRD 144340SEC# 801-133870
Ranks #5,849 of 5,980 private fund managers by regulatory AUM.
Reg. AUM
$49M
Fund GAV
$940K
Private funds
1
Employees
1
Accounts
60
Location
—
About Arm Financial
ARM Financial provides personalized portfolio management for individuals and families with strategies aligned to goals, risk tolerance, and time horizon. The firm stresses direct adviser access, disciplined long-term investing, and transparent communication.
Summary based on the firm’s website.
Arm Financial LLC assets under management
Arm Financial LLC is an SEC-registered investment adviser. The firm has been registered since 2025. It reports $49 million in regulatory assets under management and employs 1 people. Arm Financial LLC manages 1 private fund with combined gross assets of $940,000, including Arm Financial Opportunities Fund LP. By regulatory assets, it ranks 5,849 of 5,980 private fund managers.
Arm Financial LLC private funds
1 funds · $940K GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Arm Financial Opportunities Fund LP | Other Private | $940K | $50K |
Arm Financial LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Abraham Roy McAllister Control | Cco, Principal, Managing Member, Owner | Over 75% | 2007 |
Frequently asked questions
How much does Arm Financial LLC manage?
Arm Financial LLC reports $49 million in regulatory assets under management on its Form ADV.
How many private funds does Arm Financial LLC manage?
Arm Financial LLC manages 1 private funds with combined gross assets of $940,000.
How many employees does Arm Financial LLC have?
Arm Financial LLC reports 1 employees.
Does Arm Financial LLC disclose fund performance?
Arm Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 617-520-4044 |
| Fax | 703-991-8302 |
| Office hours | 12p.m. To 4p.m. Est |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$49M▲ 33%
Jun '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,389 advisers
AUM vs fund managersTop 98%
Larger than 2% of 5,980 private-fund managers
Number of fundsTop 77%
More funds than 23% of fund managers
EmployeesTop 94%
More than 6% of 16,799 advisers
Assets under management
$49Mregulatory AUM
Discretionary $49M
Service providers
Custodian