Firm profile

ARCHER INVESTMENT MANAGEMENT

CRD 146852Latest ADV April 27, 2026

Archer Investment Management is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 27, 2026, reports $371M in regulatory assets under management, 4 employees, 1 office, and 2,174 accounts.

Assets Under Management
$371M
Employees
4
Offices
1 office
Total Clients
254
Primary office
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCORichard J. Archer

Advisory services offered

3 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 72.4% of total clients.
Top client categories% of clientsClients
1
Individuals
72.4%
184
2
HNWI
27.6%
70

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$371Mas of April 27, 2026
Discretionary100.0%
$371M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$371M
Total Accounts2,174
10Y AUM Change+$245M (+195.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee64:1
10Y Employee Change+2 (+100.0%)

* 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.