Investment adviser · CRD 336837
OPENARC CORPORATE ADVISORY, LLC
Investment adviser filing (IA)
ATLANTA, GA, United States · Form ADV filed Sep 16, 2026
- Regulatory AUM
- $10.1B Form ADV · Item 5.F
- Client accounts
- 14,525 Accounts, not individual clients
- Employees
- 146 Reported in this filing
- Advisory professionals
- 80 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 | 2,356 | $9,114,919,929 | 90.3% |
| Individuals | 1,485 | $943,138,324 | 9.3% |
| Corporations & businesses | Fewer than 5 | $20,197,563 | 0.2% |
| Charities | Fewer than 5 | $16,306,934 | 0.2% |
Filing source
Form ADV 2132744 · Sep 16, 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: Sep 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3550 PEACHTREE ROAD NE, FLOOR 7ATLANTA, GA, 30326, United States
CRD 336837
Filing source
Form ADV 2132744 · Sep 16, 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.