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Archambo Financial Advisors
ARCHAMBO FINANCIAL ADVISORS, INC. is an SEC-registered investment adviser in BARTLESVILLE, OK, registered since 2021. The firm manages $163 million in assets,...
Archambo Financial Advisors
ARCHAMBO FINANCIAL ADVISORS, INC. is an SEC-registered investment adviser in BARTLESVILLE, OK, registered since 2021. The firm manages $163 million in assets, with $147 million on a discretionary basis. It employs 5 staff and 3 investment advisers.
General information
Firm type
Single Family Office
Year founded
1992
Location
Region
North America
Country
United States
City
Bartlesville
Principals
James Archambo
President
Frequently asked questions
Is Archambo Financial Advisors a single-family office or a multi-client RIA?
Legally, it is a registered investment adviser serving multiple client households. Functionally, its small scale and single-adviser model share many characteristics of a single-family office, delivering continuous fiduciary oversight to a tight group of families without the institutional overhead of a larger firm.
Who makes investment decisions at the firm?
James Archambo, the president, is the sole named investment professional on public record. The firm does not list an investment committee or external CIO, indicating a centralized decision-making structure centered on the founder.
Does the firm invest directly in private companies or alternative assets?
There is no public record of direct private company investments, private equity fund commitments, or alternative asset allocations. The firm's regulatory filings describe a conventional public-markets advisory practice focused on equities, fixed income, and mutual funds.
What is the firm's fiduciary status and regulatory registration?
Archambo Financial Advisors is registered with the SEC as an investment adviser, a status that legally obligates the firm to act as a fiduciary for its clients. This structure provides a statutory layer of client protection and a compliance burden not required of unregistered family offices.
Has the firm disclosed any succession or continuity plan?
No succession plan, internal partnership, or external sale has been publicly disclosed. As a single-adviser firm, continuity risk is a material consideration for allocators evaluating a long-term engagement, though this is common in owner-operated Midwestern RIAs.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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