Arc Advisory Llc
- Regulatory AUM
- $708M
- Discretionary
- $0
- Clients
- 762
- Avg AUM / client
- $929K
- Accounts
- 762
- Employees
- 25
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Corporations and other businesses | 762 | $708M | 100.0% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Batra, Rajiv | Chief Legal Officer | Feb 2024 (3y) | Less than 5% | |
| Muir, Donald | Chief Executive Officer | Feb 2024 (3y) | Less than 5% | |
| Jeffrey Mitchell Press | Chief Compliance Officer | Aug 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Arc Technologies, Inc. | Parent Company | Feb 2024 | A | 75% or more |
Undisclosed: 0% – 25% 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) | 06/08/2026 | 938 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Pershing $708M (100% of AUM) Aug 2026
- Atomic Brokerage Llc $440M (100% of AUM) Sep 2025
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: Aug 19, 2026.
View current Form ADV (SEC/IAPD) ↗