Archetype Advisors, Llc
- Regulatory AUM
- $260M
- Discretionary
- $260M
- Clients
- 275
- Avg AUM / client
- $945K
- Accounts
- 505
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 170 | $36.4M | 14.0% |
| High net worth individuals | 105 | $224M | 86.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Joseph Lahr | Managing Member | CFP | Jan 2011 (16y) | ≈ 56.25% – 100% via Lahr, Llc |
| Dennis Osborn Beadle | Registered representative | CFP | Feb 2015 (11y) | |
| Kevin Blain | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lahr, Llc | Managing Member | Jan 2011 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- William Joseph Lahr: 75% – 100% of Lahr, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: MR. BEADLE USED AN ANSWER KEY TO COMPLETE A STATE INSURANCE CONTINUING EDUCATION EXAM. CERTAIN STATES BEGAN REQUIRING FINANCIAL ADVISORS TO COMPLETE A LONG-TERM CARE (LTC) COURSE AND EXAM BEFORE SELLING LTC INSURANCE PRODUCTS TO CUSTOMERS RESIDING IN THOSE STATES. MR. BEADLE WAS ADVISED THAT HE WOULD BE REQUIRED TO COMPLETE THE LTC EXAM BEFORE HE WAS ABLE TO COMPLETE THE SALE OF A POLICY TO A COLLEAGUE'S BROTHER. HE THEN RECEIVED AN EMAIL FROM A DIFFERENT BROKER-DEALER FIRM WITH THE STATE'S EXAM QUESTIONS AND ANSWERS FILLED IN BY HAND. MR. BEADLE USED THE ANSWER KEY TO COMPLETE THE STATE'S LTC CE EXAM. Status: Final Sanction Detail: SUSPENSION IN EFFECT FROM JULY 5, 2011 THROUGH AUGUST 4, 2011. Summary: FINRA ACCEPTANCE WAIVER & CONSENT (AWC); VOLUNTARY SETTLEMENT AGREEMENT (NC); SETTLEMENT WITH ATTENDANCE CIVIL LIABILITY (NY)
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Pershing $61.0M (23% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗