# Archambo Financial Advisors

Archambo Financial Advisors is a RIA based in Bartlesville, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Bartlesville, United States
- **Region:** North America
- **Founded:** 1992
- **Assets under management:** Undisclosed
- **Website:** https://archambofinancial.com

## Regulatory record

- **CRD number:** 129927
- **SEC file number:** 801-120463
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/129927

## About

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.

## People

- James Archambo — President

## Questions

### 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.

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Last updated: 2026-07-08T23:47:58.394Z

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