Investment adviser · CRD 164482
ARCHFORD CAPITAL STRATEGIES, LLC
Investment adviser filing (IA)
SWANSEA, IL, United States · Form ADV filed Apr 30, 2026
- Regulatory AUM
- $1.49B Form ADV · Item 5.F
- Client accounts
- 4,113 Accounts, not individual clients
- Employees
- 45 Reported in this filing
- Advisory professionals
- 16 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 278 | $1,011,090,735 | 67.9% |
| Retirement plans | 67 | $206,424,926 | 13.9% |
| Individuals | 496 | $182,822,854 | 12.3% |
| Corporations & businesses | 13 | $67,355,489 | 4.5% |
| Charities | 6 | $21,423,923 | 1.4% |
| Investment companies | 1 | Not reported | Not reported |
Filing source
Form ADV 2101617 · Apr 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
13 WOLF CREEK, SUITE 2SWANSEA, IL, 62226, United States
CRD 164482
Filing source
Form ADV 2101617 · Apr 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.