Firm profile

ARCHITECT CAPITAL CORP.

SAN FRANCISCO, CACRD 315010Latest ADV March 19, 2026

Architect Capital Corp. is an SEC registered investment adviser organized as a corporation with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 19, 2026, reports $696M in regulatory assets under management, 15 employees, and 20 accounts.

Assets Under Management
$696M
Employees
15
Offices
--
Total Clients
20
Primary office
SAN FRANCISCO, CA
570 PACIFIC AVENUE, SAN FRANCISCO, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOJames S. Sagan
CCOWilson Y. Chen
CFOWilson Y. Chen

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
20

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$696Mas of March 19, 2026
Discretionary100.0%
$696M
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$696M
Total Accounts20
10Y AUM Change+$494M (+245.0%)

Employee Growth by Quarter

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

Total Employees15
Clients per Employee1:1
10Y Employee Change+4 (+36.4%)

* 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.