Data / Investment advisers / Georgia / Openarc Corporate Advisory, LLC
Openarc Corporate Advisory, LLC, Atlanta, GA: $10.1 billion AUM, SEC registered investment adviser
Openarc Corporate Advisory, LLC is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $10.1 billion in regulatory assets under management in its Form ADV filed September 16, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 336837
- SEC file number
- 801-133754
- SEC status
- Approved, effective July 8, 2025
- Main office
- 3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326
- Phone
- (844) 648-6001
- Regulatory AUM
- $10,094,562,750 in the Form ADV filed September 16, 2026
- Discretionary AUM
- $10,094,562,750
- Accounts
- 14,525
- Employees
- 146, of which 80 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2,356 | $9.11 billion |
| Individuals (other than high net worth individuals) | 1,485 | $943.1 million |
| Corporations or other businesses | Fewer than 5 | $20.2 million |
| Charitable organizations | Fewer than 5 | $16.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $10.09 billion | March 27, 2026 |
| December 1, 2025 | $443.7 million | October 6, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ira Group, Inc. | Atlanta | $15.42 billion | Not listed | adviserinfo.sec.gov |
| Atlanta Consulting Group Advisors, LLC | Atlanta | $14.70 billion | Not listed | adviserinfo.sec.gov |
| Angel Oak Capital Advisors, LLC | Atlanta | $11.49 billion | 9 | adviserinfo.sec.gov |
| Asset Preservation Advisors, LLC | Atlanta | $11.05 billion | Not listed | adviserinfo.sec.gov |
| Advisory Services Network | Atlanta | $10.60 billion | Not listed | adviserinfo.sec.gov |
| Signaturefd, LLC | Atlanta | $9.68 billion | 2 | adviserinfo.sec.gov |
| Crawford Investment Counsel Inc | Atlanta | $9.14 billion | Not listed | adviserinfo.sec.gov |
| Arkadios Wealth Advisors | Atlanta | $8.79 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Openarc Corporate Advisory, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.