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ARCHFORD CAPITAL STRATEGIES, LLC
CRD 164482 · SEC 801-76851
13 WOLF CREEK, SUITE 2, SWANSEA, IL, 62226, United States
Phone
618-416-7085
Fax
618-416-7090
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.49B
Discretionary AUM
$1.49B
Team
45 total employees; 16 advisory reps; 4 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 496 | $182.8M |
| High net worth individuals | 278 | $1.01B |
| Investment companies | 1 | — |
| Pension/profit sharing plans | 67 | $206.4M |
| Charitable organizations | 6 | $21.4M |
| Corporations/business entities | 13 | $67.4M |
States served
AZ, CA, CO, GA, IL, IN, IA, KS, KY, NE, NJ, NY, NC, OH, TN, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD