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.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$192MItem 5.F on the latest filing (2026-08-26); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$192M

Private client RAUM

$192MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$96.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

2

Offices

2Schedule D 1.F, beyond the principal office

Accounts

343

Individual clients

59

High net worth clients

56

Custody, client assets

$36.2M

SEC number

801-113282

CRD

156062

Filings on the tape

21

First filed

Apr 24, 2018

Latest filed

Aug 26, 2026

Organised

Limited Liability Company, TX

Website

archerconsulting.com

• Occurred

  Apr 24, 2018
  First Form ADV filing

  The Archer Consulting Group, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6fbfd1b7-2769-acb7-71cd-5032a958c263

First observed

Apr 24, 2018

Last observed

Aug 26, 2026 25 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.