OPENARC CORPORATE ADVISORY, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $10.09B |
| Discretionary | $10.09B100% of AUM |
| Client Accounts | 14,525 |
| Avg Account Size | $695K |
| Employees | 146 |
| Peak AUM | $10.09BMar 2026 |
AUM by Client Type
Total AUM
$10.1B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $10.1B | — | — | — | |
| Discretionary AUM | $10.1B | — | |||
Key Metrics
| Total AUM | $10.09B |
| Discretionary | $10.09B |
| Employees | 146 |
| Client Accounts | 14525 |
| Client Range | 0 |
Contact & Location
Address
3550 PEACHTREE ROAD NE
ATLANTA GA 30326
Phone
844-648-6001
Filing History
11 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$10.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Pension Consultant