Archford Capital Strategies, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Swansea, IL. Its latest Form ADV filing, dated April 30, 2026, reports $1.5B in regulatory assets under management, 45 employees, 2 offices, and 4,113 accounts.
Assets Under Management
$1.5B
Employees
45
Offices
2 offices
Total Clients
861
Primary office
SWANSEA, IL
13 WOLF CREEK, SUITE 2, SWANSEA, IL, United States
Top client segmentIndividuals represent 57.6% of total clients.
Top client categories% of clientsClients
1
Individuals
57.6%
496
2
HNWI
32.3%
278
3
Pension Plans
7.8%
67
4
Corporations
1.5%
13
5
Charitable
0.7%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of April 30, 2026
Discretionary100.0%
$1.5B
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.
Total AUM$1.5B
Total Accounts4,113
10Y AUM Change+$940M (+171.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees45
Clients per Employee19:1
10Y Employee Change+27 (+150.0%)
* 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.