# Archer Investment

Archer Investment is a Bank / Wealth / Trust based in Carmel, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Carmel, United States
- **Region:** North America
- **Address:** Carmel, IN, United States
- **Founded:** 2005
- **Assets under management:** $1 Bn
- **Website:** archerinvestment.com
- **LinkedIn:** https://www.linkedin.com/company/archer-investment-corporation

## Regulatory record

- **CRD number:** 136403
- **SEC file number:** 801-64607
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136403

## About

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.

## Questions

### 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.

## Related profiles

- [Archer Daniels Midland](https://altss.com/profile/archer-daniels-midland)
- [Archive Capital](https://altss.com/profile/archive-capital)

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Last updated: 2026-08-11T02:43:31.692Z

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