Kathryn Marie Bohr
Investment adviser representative at Openarc Corporate Advisory, LLC
13 yearsExperience
2 statesRegistered in
$10.1BFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Openarc Corporate Advisory, LLCSep 2025 to now
- Bank of America, N.A.May 2022 to Sep 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to Sep 2025
- HomeMar 2021 to May 2022
- Cady StudiosOct 2020 to Mar 2021
- HomeFeb 2019 to Sep 2020
- Fifth Avenue CollectionAug 2018 to Jan 2019
- HomeApr 2013 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Openarc Corporate Advisory, LLC
$10.1BAssets managed
3,841Clients
123Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7560869
- Firm CRD
- 336837