ARCHER INVESTMENT CORPORATION

CRD

136403

SEC file #

801-64607

EIN

—

DBA names

—

Economics

AUM

$1.01B

AUM band

$1B+

AUM trajectory

'20 · $371.0M

'21 · $422.0M

'22 · $481.0M

'23 · $663.1M

'25 · $900.5M

'26 · $1.01B

'20'26

$371.0M → $1.01B▲ +173%

sec adv history

Client mix

Individuals Other	4,117
Individuals High Net Worth	173
Pension Profit Sharing Plans	38
Investment Companies	7

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 74 advisors

'21 · 83 advisors

'22 · 86 advisors

'23 · 85 advisors

'25 · 82 advisors

'26 · 80 advisors

'20'26

74 advisors → 80 advisors▲ +8%

sec adv history

Primary office

CARMEL IN

Branches

—

Custodian & Brokerage

Primary custodian

Fidelitylow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

03/17/2026

ADV-W filed at

—

Website

nracpa.com/index.php

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

PATTON, TROY, CARTER

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

PATTON, TROY, CARTER

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

NRACPA.COM

Rdap Domain Creation Date

2008-09-03T20:27:59Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Registered

sec edgar

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (14)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Fidelity	4
E*trade	4

adv brochure

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2027-09-03T20:27:59Z

Rdap Domain Last Changed

2026-01-29T19:14:02Z

Rdap Nameservers

Ns63.domaincontrol.comNs64.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Top Owner CRD

2806817

Trust Company Affiliate