SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Openarc Corporate Advisory, LLC
Atlanta, GA
CRD 336837
Firm filing updated September 16, 2026 ·
- $10.1BAssets
- 80Advisory staff
- 14,525Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals2,356
- Individuals1,485
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 1,485 | $943.1 million |
| High net worth individuals | 2,356 | $9.1 billion |
| Charitable organizations | Fewer than 5 clients | $16.3 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $20.2 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$10.1 billion
- Accounts14,525
- DiscretionaryAll accounts
People
- Employees146
- Advisory staff80
- Broker-dealer reps0
- Licensed insurance agents1
- Planning clients0
Advisors
66 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 336837, SEC file 801-133754.
- Registered with the SEC as an investment advisor (status date on record: July 8, 2025).
Is Openarc Corporate Advisory, LLC a fiduciary?
Short answer: Openarc Corporate Advisory, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.