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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 100m 1b

ARC ADVISORY LLC

CRD 330258

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:589739b6-8f0e-d80a-c9fd-be1e5de59b22

Data as of Aug 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 4
On other graphs: 0
Observed: Mar 19, 2024 to Aug 19, 2026
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=0.0
Regulatory AUM: $708MItem 5.F on the latest filing (2026-08-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 25
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 762
SEC number: 801-129936
CRD: 330258
Filings on the tape: 14
First filed: Mar 19, 2024
Latest filed: Aug 19, 2026
Organised: Limited Liability Company, DE
Website: joinarc.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ARC TECHNOLOGIES, INC.	PARENT COMPANY	E	yes	02/2024	Mar 19, 2024	Nov 1, 2024
Batra, Rajiv	CHIEF LEGAL OFFICER	Na	yes	02/2024	Mar 19, 2024	Nov 1, 2024
Muir, Donald	CHIEF EXECUTIVE OFFICER	Na	yes	02/2024	Mar 19, 2024	Nov 1, 2024
PRESS, JEFFREY, MITCHELL	CHIEF COMPLIANCE OFFICER	Na	yes	08/2024	Aug 15, 2024	Nov 1, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$708M	$0	25	8	0	n/a	n/a
2024	Mar 3, 2025	$440M	$0	35	9	1	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$708M	$440M	60.8%	n/a	n/a	25	35	0	1

Relationships

Controls (4)

← PRESS, JEFFREY, MITCHELLOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 15, 2024 to Nov 1, 2024factForm ADV
← Batra, RajivOwnerCHIEF LEGAL OFFICER, ownership code NA, individual
Mar 19, 2024 to Nov 1, 2024factForm ADV
← Muir, DonaldOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Mar 19, 2024 to Nov 1, 2024factForm ADV
← ARC TECHNOLOGIES, INC.OwnerPARENT COMPANY, ownership code E, domestic entity
Mar 19, 2024 to Nov 1, 2024factForm ADV

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
Arc Advisory Llc reported RAUM $708.3M, up 61% from $440.5M (2025-09-16 to 2026-03-30)
Form ADVobserved 5 days ago
$268M
Occurred
Mar 3, 2025
Regulatory AUM changed
Arc Advisory Llc reported RAUM $440.5M, up 307% from $108.2M (2024-11-01 to 2025-03-03)
Form ADVobserved 5 days ago
$332M
Occurred
Aug 15, 2024
Control person joined
Mitchell Jeffrey Press (Chief Compliance Officer) appeared on Schedule A of Arc Advisory Llc
Form ADVobserved 5 days ago
Occurred
Mar 19, 2024
First Form ADV filing
Arc Advisory Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:589739b6-8f0e-d80a-c9fd-be1e5de59b22
First observed: Mar 19, 2024
Last observed: Aug 19, 2026 33 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ARC ADVISORY LLC

CRD 330258

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:589739b6-8f0e-d80a-c9fd-be1e5de59b22

Data as of Aug 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:51 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ARC TECHNOLOGIES, INC.

PARENT COMPANY

yes

02/2024

Mar 19, 2024

Nov 1, 2024

Batra, Rajiv

CHIEF LEGAL OFFICER

yes

02/2024

Mar 19, 2024

Nov 1, 2024

Muir, Donald

CHIEF EXECUTIVE OFFICER

yes

02/2024

Mar 19, 2024

Nov 1, 2024

PRESS, JEFFREY, MITCHELL

CHIEF COMPLIANCE OFFICER

yes

08/2024

Aug 15, 2024

Nov 1, 2024

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$708M

n/a

2024

Mar 3, 2025

$440M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$708M

$440M

60.8%

n/a