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ARCVEST, LLC
ArcVest is an independent registered investment adviser (RIA) helping families and institutions build disciplined, low-cost portfolios designed to reduce...
Overview
ArcVest is an independent registered investment adviser (RIA) helping families and institutions build disciplined, low-cost portfolios designed to reduce unnecessary fees, taxes, complexity, and conflicts. As fiduciaries, the firm puts clients’ interests first and uses broadly diversified index funds and ETFs with thoughtful planning, tax awareness, and ongoing guidance. It is a fee-only firm that does not receive commissions or push products.
General information
Firm type
RIA
Year founded
2012
Location
City
None
Principals
Erik Cooper
Principal & Founder
Chad Fargason
Strategic Advisor
Frequently asked questions
Has ARCVEST, LLC made any publicly reported investments or deals?
No portfolio companies, direct investments, fund commitments, or co-investments have been attributed to ARCVEST, LLC in any verifiable source. The firm does not appear in regulatory filings (e.g., 13D, 13G, Section 16) on EDGAR, nor in state-level securities filings.
What is the legal or regulatory status of ARCVEST, LLC?
ARCVEST, LLC is not listed as a registered investment adviser with the SEC or any state securities regulator. It is not a reporting company under the Securities Exchange Act of 1934. Its incorporation documents — if any — are not indexed in major public record databases.
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