Arch Global Advisors, Llc
- Regulatory AUM
- $231M
- Discretionary
- $231M
- Clients
- 442
- Avg AUM / client
- $522K
- Accounts
- 815
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 270 | $53.2M | 23.0% |
| High net worth individuals | 132 | $144M | 62.2% |
| Pension and profit sharing plans | 26 | $27.6M | 12.0% |
| Charitable organizations | 6 | $1.3M | 0.58% |
| Corporations and other businesses | 8 | $5.2M | 2.24% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Akhil Kumar | Partner And Chief Operating Officer | May 2018 (8y) | 10% – 25% | |
| Sardar Sheraz Iftikhar | Managing Partner And Chief Executive Officer | May 2018 (8y) | 75% or more | |
| Bishop, Kathleen, Ann | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Paris Turull Johnson | Registered representative | Aug 2021 (5y) | ||
| Cary Joel Cowan | Registered representative | CFP Chartered Financial Consultant | Jun 2023 (3y) | |
| Mark Peter Alcorn | Registered representative | Nov 2025 (1y) | ||
| Thomas Arch | Registered representative | Dec 2025 (1y) | ||
| Frank Llyod Davidson | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
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) | 06/16/2026 | 936 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $231M (100% of AUM) Jun 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: Jun 16, 2026.
View current Form ADV (SEC/IAPD) ↗