OPENARC CORPORATE ADVISORY, LLC

C34
CRD 336837·SEC 801-133754·ATLANTA, GA
AUM
$10.09B
$1B+
Est. Revenue
$100.9M
@ 1% on AUM
Est. EBITDA
$30.3M
@ 30% margin
Est. Deal Value
$242.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OPENARC CORPORATE ADVISORY, LLC
CRD
336837
SEC file #
801-133754
EIN
394679618
DBA names

Economics

AUM
$10.09B
AUM band
$1B+
AUM trajectory
'25'26
$443.7M → $10.09B▲ +2175%
Client mix
Individuals High Net Worth2,356
Individuals Other1,485

Operations

Employees (total)
146
Advisory staff (per ADV)
80
Advisory staff (5-yr trend)
'25'26
140 advisors → 80 advisors▼ -43%
Primary office
ATLANTA GA
Branches

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
OPENARC HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
OPENARC HOLDINGS, LLC
BJERKE, ERIK, MATHEWS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:openarccorporate.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002111345
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-13
Edgar Last Filing Date
2026-05-11
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-11
Accession0002111345-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
3550 PEACHTREE ROAD NEFLOOR 7ATLANTA, GA 30326
Business
3550 PEACHTREE ROAD NEFLOOR 7ATLANTA, GA 30326
Edgar EIN
394679618
Edgar Recent Filings
13F-HR2026-05-11 · 0002111345-26-000002
13F-HR2026-02-13 · 0002111345-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (52)

52
HIGGINBOTHAM, KEVIN, WAYNE
IAR · Executive Officer · 2.5%
3266369
Crowell, Jeffrey, K
IAR · Executive Officer · 2.5%
6181766
KAUFMAN, JAMES, ROBERT
IAR · Executive Officer · 2.5%
3166215
BJERKE, ERIK, MATHEWS
IAR · Executive Officer · 2.5%
2998546
FLETCHER, EMILY
Executive Officer · 2.5%
2350208
SONTAG, MICHAEL, CHRISTOPHER
Executive Officer · 2.5%
5159430
Joseph Robert Burrows
IAR
7595437
Wyatt Nelson
IAR
7689525
Jose Alfredo Menendez Perez
IAR
7673827
Franklin Clarke Sullivan
IAR
7687471
Hunter Thomas Bailey
IAR
7538833
Ian Russell Kohl
IAR
8045800
Timofei Kouzmine
IAR
8220185
HAYDEN DAVIS SULLIVAN
IAR
8220517
HANS RICHARD HAMANN
IAR
8220216
Olivia Anne Templeton
IAR
7953139
Laura Wiley Bishop
IAR
5915948
Cynthia Pamela Yepez
IAR
7496600
Joseph A Sacco
IAR
2388046
DANIEL J LEWIS
IAR
5057564
STEVEN ROGER PREDILETTO
IAR
3246352
NATHANIEL H COOK
IAR
6219254
Charles H Schorpp
IAR
4434908
Kristopher S Gilliland
IAR
4432924
CHAD BLALOCK
IAR
5538938
RICHARD BLAKE ANDERSON
IAR
5115293
BRITTANY L HARTNETT
IAR
5346196
Jose J. Hernandez
IAR
5231901
Alexandra C Khoury
IAR
5901078
KIMBERLY COMISKEY GARDNER
IAR
5918266
BART ANTHONY SPEZIALI
IAR
4359372
ROBERT GARY RICKLES
IAR
4537412
ANNA MIKHAYLOVNA BLOKH
IAR
5181640
BAMBI QUIOGUE RENTSCHLER
IAR
4997014
JONATHAN S KESSLER
IAR
5969501
KRIS LEE JOSLYN
IAR
5581789
Adil Ahmad Khan
IAR
6656621
Michael R Massi
IAR
6656617
MATTHEW W PESCI
IAR
6006712
SARAH JORDAN BADGETT PERELLE
IAR
6179992
JURGEN A STEINWARZ
IAR
6513934
MATTHEW MICHAEL PREDILETTO
IAR
5342043
Everett Spikes Cramer
IAR
6656647
JOSEPH TANNER TEMPLETON
IAR
6465779
ALEX D LEVINE
IAR
6283661
CLIFFORD ANTHONY FARREN
IAR
6531576
Ryan E Daly
IAR
6589542
ASHLEY D PURVIS
IAR
6514233
David M Cramer
IAR
6530857
DAVID FREDERICK MACK
IAR
2899016
Chad A Pigg Fife
IAR
4742995
SANDRA K LASSER
IAR
2054593