DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
T•• A••••• C••••••••• G••••• L••
Latest filing Aug 26, 2026
First filing on the tape Apr 24, 2018 · 21 filings
SEC status approved since May 22, 2018
RAUM
$192M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$192M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$96.1M
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$192M as of Aug 26, 2026
Mar 29, 2019$111M then
HNW client RAUM$22.9M as of Aug 26, 2026
Mar 29, 2019$50.0M then
State-registered IARs (5.B.3)2 as of Aug 26, 2026
Mar 29, 20192 then
Employees (5.A)3 as of Aug 26, 2026
Mar 29, 20193 then
Private funds: no history
RAUM +24% over the last fiscal year+8.0% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Aug 26, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $96.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 58derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $409,764derivedHNW RAUM over HNW clients
- Average account
- $560,478derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 0.7derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +24%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +15%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Wrap fee program
- $384MreportedItem 5.I
- Custody
- $36.2M, 115 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$169M88%
- High-net-worth individuals$22.9M12%
- Individual clients
- 59reported
- HNW clients
- 56reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 343reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- $192M sponsored, $192M managedreported
- Custody of client assets
- $36.2M for 115 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J••• T••••• H••••••• | Thibodaux, La | Jan 9, 2012 | 26 y | 2 |
| A•••• G••••• J••••• | New Braunfels, Tx | Jan 11, 2012 | 18 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- A•••• G••••• J••••• from J••••••••• W••••• M••••••••• L••Jan 11, 2012 · Other
- J••• T••••• H••••••• from J••••••••• W••••• M••••••••• L••Jan 9, 2012 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- H•••••••• J•••• T••••• · Managing Member/Chief Compliance Officercontrolsince 12/2010 · owns 25% to 50%
- J•••••• A••••• G••••• · Membercontrolsince 12/2010 · owns 25% to 50%
- R•••••••• S•••••• C••••••••• · Membercontrolsince 12/2010 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Thibodaux, La · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Houston, TX2 employees
What changed
consecutive filings, newest first
- Accounts · 310 to 343Nov 6, 2025 to Mar 17, 2026
- Advisory activities · 3 to 2Nov 6, 2025 to Mar 17, 2026
- HNW clients · 46 to 56Nov 6, 2025 to Mar 17, 2026
- Individual clients · 54 to 59Nov 6, 2025 to Mar 17, 2026
- Assets in custody · $31.0M to $36.2MNov 6, 2025 to Mar 17, 2026
- Employees · 4 to 3Nov 6, 2025 to Mar 17, 2026
- Discretionary RAUM · $155M to $192MNov 6, 2025 to Mar 17, 2026
- HNW RAUM · $22.0M to $22.9MNov 6, 2025 to Mar 17, 2026
- Individual RAUM · $133M to $169MNov 6, 2025 to Mar 17, 2026
- RAUM · $155M to $192MNov 6, 2025 to Mar 17, 2026
- Wrap assets (manager) · $155M to $192MNov 6, 2025 to Mar 17, 2026
- Wrap assets (sponsor) · $155M to $192MNov 6, 2025 to Mar 17, 2026
- Accounts · 290 to 310Dec 23, 2024 to Mar 14, 2025
- HNW clients · 38 to 46Dec 23, 2024 to Mar 14, 2025
- Individual clients · 71 to 54Dec 23, 2024 to Mar 14, 2025
- Assets in custody · $21.6M to $31.0MDec 23, 2024 to Mar 14, 2025
- Financial planning clients · 101-250 to 101-250Dec 23, 2024 to Mar 14, 2025
- Other offices · 1 to 2Dec 23, 2024 to Mar 14, 2025
- Discretionary RAUM · $138M to $155MDec 23, 2024 to Mar 14, 2025
- HNW RAUM · $76.5M to $22.0MDec 23, 2024 to Mar 14, 2025
- Individual RAUM · $61.8M to $133MDec 23, 2024 to Mar 14, 2025
- RAUM · $138M to $155MDec 23, 2024 to Mar 14, 2025
- Wrap assets (manager) · $138M to $155MDec 23, 2024 to Mar 14, 2025
- Wrap assets (sponsor) · $138M to $155MDec 23, 2024 to Mar 14, 2025
- Accounts · 260 to 290Mar 31, 2023 to Jan 29, 2024
- Advisory activities · 5 to 3Mar 31, 2023 to Jan 29, 2024
- HNW clients · 33 to 38Mar 31, 2023 to Jan 29, 2024
- Individual clients · 66 to 71Mar 31, 2023 to Jan 29, 2024
- Pension plan clients · 6 to 0Mar 31, 2023 to Jan 29, 2024
- Assets in custody · $130M to $21.6MMar 31, 2023 to Jan 29, 2024
- Discretionary RAUM · $153M to $138MMar 31, 2023 to Jan 29, 2024
- HNW RAUM · $106M to $76.5MMar 31, 2023 to Jan 29, 2024
- Individual RAUM · $25.0M to $61.8MMar 31, 2023 to Jan 29, 2024
- Pension RAUM · $21.5M to $0Mar 31, 2023 to Jan 29, 2024
- RAUM · $153M to $138MMar 31, 2023 to Jan 29, 2024
- Wrap assets (manager) · $131M to $138MMar 31, 2023 to Jan 29, 2024
- Wrap assets (sponsor) · $131M to $138MMar 31, 2023 to Jan 29, 2024
- Advisory activities · 4 to 5Mar 27, 2023 to Mar 31, 2023
- Accounts · 296 to 260Jan 6, 2023 to Mar 27, 2023
- HNW clients · 39 to 33Jan 6, 2023 to Mar 27, 2023
Signals
1 dated events
- T•• A••••• C••••••••• G••••• L•• filed its initial SEC registration (Form ADV)Apr 24, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- o•••••••••@a•••••••••.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 210-601-6025reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 713-572-1717reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/archer-consulting-group-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- A•••••C•••••••••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 985-227-4019reportedpublic record, Form ADV, Aug 26, 2026
- Contact form
- a•••••••••.comreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $96.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026