BARTLESVILLE, OKCRD 129927Latest ADV March 23, 2026
Archambo Financial Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Bartlesville, OK. Its latest Form ADV filing, dated March 23, 2026, reports $163M in regulatory assets under management, 5 employees, and 299 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.6% of total clients.
Top client categories% of clientsClients
1
Individuals
74.6%
147
2
HNWI
25.4%
50
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$163Mas of March 23, 2026
Discretionary89.9%
$147M
90% of total RAUM89.9%
Non-discretionary10.1%
$16M
10% of total RAUM10.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$163M
Total Accounts299
10Y AUM Change+$40M (+32.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee39:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.