Bank / Wealth / TrustRIA · CRD 136403SEC-Registered

Updated:

Archer Investment

Founded in 2005 and headquartered in Carmel, Indiana, Archer Investment operates as a registered investment advisor providing wealth management services to a...

Archer Investment logo

Archer Investment

Founded in 2005 and headquartered in Carmel, Indiana, Archer Investment operates as a registered investment advisor providing wealth management services to a local and regional client base. The firm's scope encompasses financial planning, estate planning, and discretionary investment management, positioning it as a traditional Midwestern advisory practice rather than an institutional allocator or multi-family office. The firm's investment posture centers on individually managed portfolios tailored to client balance sheets. Asset-class exposure typically spans domestic equities, fixed income, and mutual fund structures, though the firm does not publicly disclose a proprietary strategy or in-house fund vehicle. No direct co-investment programs, SPVs, or venture-stage allocations appear in its public record. Archer Investment's scale and team size remain undisclosed. The firm maintains no additional offices beyond its Carmel headquarters. No recent operational events — promotions, strategy shifts, or regulatory filings — appear in the accessible record within the last 24 months. The firm's structural differentiator is its posture as a classic main-street RIA in a market dominated by consolidators and national wirehouses. Archer's independence and local footprint suggest a business built on long-tenure client relationships, though succession planning and next-generation governance remain unaddressed in public disclosures.

General information

Firm type

Bank / Wealth / Trust

Year founded

2005

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Carmel

Corporate office

Carmel, IN, United States

Frequently asked questions

Is Archer Investment a single-family office or a wealth management firm?

Archer Investment is structured as a traditional registered investment advisor (RIA), not a single-family office. It serves multiple individuals, families, and organizations from its Carmel, Indiana base, offering broad financial planning and investment management rather than managing concentrated wealth from a single source.

What investment services does Archer Investment offer?

The firm provides financial planning, estate planning, and investment management. Its model centers on individually managed accounts rather than commingled proprietary funds, though specific asset-allocation frameworks or third-party manager rosters are not publicly detailed.

Does Archer Investment operate any private investment vehicles?

No private funds, SPVs, or direct co-investment vehicles are associated with Archer Investment in the public record. The firm appears to deploy client capital through conventional separately managed accounts across public-market securities and mutual funds.

Who founded Archer Investment and who manages it today?

Founder and current leadership names are not publicly disclosed. The firm's regulatory filings as an RIA would list key control persons, but those have not been surfaced in accessible public sources.

How large is Archer Investment in terms of assets under management?

Archer Investment does not publish an AUM figure. The absence of public disclosure is consistent with smaller independent RIAs that are not required to report AUM in public marketing materials outside of confidential regulatory filings.

Profile maintained by 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.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Carmel Bank / Wealth / Trust profiles