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
Economics
Operations
Advisory staff (5-yr trend)
'25 · 140 advisors
'26 · 80 advisors
'25'26
140 advisors → 80 advisors▼ -43%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
3550 PEACHTREE ROAD NEFLOOR 7ATLANTA, GA 30326
Business
3550 PEACHTREE ROAD NEFLOOR 7ATLANTA, GA 30326
Edgar Recent Filings
13F-HR2026-05-11 · 0002111345-26-000002
13F-HR2026-02-13 · 0002111345-26-000001
People (52)
52IAR · Executive Officer · 2.5%
IAR · Executive Officer · 2.5%
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IAR · Executive Officer · 2.5%
Executive Officer · 2.5%
Executive Officer · 2.5%
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