Wealth manager, independent · Atlanta, GA
Openarc Corporate Advisory, LLC
SEC-registered investment adviser · CRD 336837 · SEC 801-133754
At a glance
Openarc Corporate Advisory, LLC is an SEC-registered investment adviser based in Atlanta, Georgia, with $10B in regulatory assets under management as of its Form ADV filed September 16, 2026. It reports 3,841 individual clients, 2,356 of them high-net-worth, holding an average of about $2.6 million each, and 146 employees. That ranks it 98th among the nation’s 5,657 independent wealth management RIAs and 3rd of 171 in Georgia. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 844-648-6001openarccorporate.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $10B
- Rank among independent wealth managers
- #98 of 5,657
- Rank among all SEC RIAs
- #1,364 of 17,210
- Rank in Georgia
- #3 of 171
- Individual clients
- 3,841
- High-net-worth clients
- 2,356
- Accounts
- 14,525
- Discretionary
- 100% of AUM
- Employees
- 146
- Advisory staff
- 80
- Offices
- 1
Owners and executives on its Form ADV
- Erik M. BjerkeSenior Managing Partner
- Jeffrey K. CrowellManaging Partner
- Emily G. FletcherManaging Partner
- Kevin W. HigginbothamManaging Partner
- James R. KaufmanManaging Partner
- Michael C. SontagChief Financial Officer
- Kruti G. BolickChief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Openarc Corporate Advisory, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 2,356 | $9.1B | 90% |
| Individuals | 1,485 | $943M | 9% |
| Corporations or other businesses | – | $20M | <1% |
| Charitable organizations | – | $16M | <1% |
Disciplinary disclosures
Openarc Corporate Advisory, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗openarccorporate.com ↗
AtlasMembers
The full record on Openarc Corporate Advisory, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 399 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 7Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Georgia
All of Georgia →| Firm | Regulatory AUM | Clients |
|---|---|---|
| HB WealthAtlanta | $30B | 4,808 |
| Osaic Advisory Services, LLCAtlanta | $15B | 29,516 |
| Signaturefd, LLCAtlanta | $9.7B | 1,891 |
| Crawford Investment Counsel IncAtlanta | $9.1B | 1,943 |
| Arkadios Wealth AdvisorsAtlanta | $8.8B | 14,320 |
| Nicholas Hoffman & Company, LLCAtlanta | $8.3B | 399 |
Compare Openarc Corporate Advisory, LLC with
- Openarc Corporate Advisory, LLC vs Callan Family Office, LLC $10B · Radnor, PA
- Openarc Corporate Advisory, LLC vs Foundations Investment Advisors LLC $10B · Phoenix, AZ
- Openarc Corporate Advisory, LLC vs Fiduciary Counselling Inc $10B · St Paul, MN
- Openarc Corporate Advisory, LLC vs Choate Investment Advisors $10B · Boston, MA
- Openarc Corporate Advisory, LLC vs Signaturefd, LLC $9.7B · Atlanta, GA
Background
Questions
How much does Openarc Corporate Advisory, LLC manage?
Openarc Corporate Advisory, LLC reports $10B in regulatory assets under management across 14,525 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 16, 2026.
How many clients does Openarc Corporate Advisory, LLC have?
It reports 3,841 individual clients: 2,356 high-net-worth individuals and 1,485 other individuals. Individuals account for about 100% of its regulatory assets.
Where is Openarc Corporate Advisory, LLC headquartered?
Its main office is in Atlanta, Georgia. It reports 1 office in total and 146 employees, 80 of whom perform investment advisory functions.
How does Openarc Corporate Advisory, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Openarc Corporate Advisory, LLC use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed September 16, 2026, it reports these amounts held: Charles Schwab ($9.8B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Openarc Corporate Advisory, LLC a hybrid RIA with a broker-dealer?
Openarc Corporate Advisory, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Openarc Corporate Advisory, LLC a fiduciary?
As an SEC-registered investment adviser, Openarc Corporate Advisory, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Openarc Corporate Advisory, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-16), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →