SourcingSourcing

ARCHAMBO FINANCIAL ADVISORS, INC.

B52
CRD 129927·SEC 801-120463·BARTLESVILLE, OK
AUM
$163.1M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$489K
@ 30% margin
Est. Deal Value
$3.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ARCHAMBO FINANCIAL ADVISORS, INC.
CRD
129927
SEC file #
801-120463
EIN
—
DBA names
—

Economics

AUM
$163.1M
AUM band
$100M-$500M
AUM trajectory
'22'26
$123.4M → $163.1M▲ +32%
Client mix
Individuals Other147
Individuals High Net Worth50

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
3 advisors → 3 advisors▬ 0%
Primary office
BARTLESVILLE OK
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
archambofinancial.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ARCHAMBO, AARON, SCOTT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ARCHAMBO, AARON, SCOTT
RUSSELL, JONATHAN, STEVEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ARCHAMBOFINANCIAL.COM
Rdap Domain Creation Date
2003-12-08T15:29:16Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-12-08T15:29:16Z
Rdap Domain Last Changed
2025-12-08T18:07:44Z
Rdap Nameservers
Pdns09.domaincontrol.comPdns10.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2587428
Trust Company Affiliate
No

People (7)

7
ARCHAMBO, AARON, SCOTT
IAR · Direct Owner · 87.5%
2587428
RUSSELL, JONATHAN, STEVEN
IAR · Executive Officer · 2.5%
7428994
DEBORAH ELAINE MUEGGENBORG
IAR
4473013
MCCABE, DYER, B
IAR
4829245
JENNIFER ELISE ZIESK
IAR
4810415
Stephanie J Holston
IAR
6922923
CHRISTINA LYNN WHITE
IAR
5678485