CORAL GABLES, FLCRD 151807Latest ADV March 3, 2026
Archpoint Investors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coral Gables, FL. Its latest Form ADV filing, dated March 3, 2026, reports $4.1B in regulatory assets under management, 11 employees, 1 office, and 287 accounts.
Assets Under Management
$4.1B
Employees
11
Offices
1 office
Total Clients
38
Primary office
CORAL GABLES, FL
2701 S LE JEUNE RD, #1111, CORAL GABLES, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 71.1% of total clients.
Top client categories% of clientsClients
1
HNWI
71.1%
27
2
Charitable
23.7%
9
3
Pooled Investment Vehicles
5.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.1Bas of March 3, 2026
Discretionary19.2%
$792M
19% of total RAUM19.2%
Non-discretionary80.8%
$3.3B
81% of total RAUM80.8%
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.
Total AUM$4.1B
Total Accounts287
10Y AUM Change+$3.4B (+453.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee3:1
10Y Employee Change+6 (+120.0%)
* 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.