Arch Global Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
Arch Global Advisors reports 442 clients. They include 270 individual clients, 132 high-net-worth individuals, and 26 pension and profit-sharing plans. Of its assets, 100.0% ($231M across 815 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 61% | 23% |
| High-net-worth individuals | 30% | 62% |
| Pension and profit-sharing plans | 6% | 12% |
| Charitable organizations | 1% | <1% |
| Corporations and other businesses | 2% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 270 | $53.2M | 23.0% | $197K |
| High-net-worth individuals | 132 | $144M | 62.2% | $1.09M |
| Pension and profit-sharing plans | 26 | $27.6M | 12.0% | $1.06M |
| Charitable organizations | 6 | $1.35M | 0.6% | $224K |
| Corporations and other businesses | 8 | $5.18M | 2.2% | $647K |
| Total | 442 | $231M | 100% | $522K |
- Clients
- 270
- Regulatory AUM
- $53.2M
- AUM share
- 23.0%
- Avg. per client
- $197K
- Clients
- 132
- Regulatory AUM
- $144M
- AUM share
- 62.2%
- Avg. per client
- $1.09M
- Clients
- 26
- Regulatory AUM
- $27.6M
- AUM share
- 12.0%
- Avg. per client
- $1.06M
- Clients
- 6
- Regulatory AUM
- $1.35M
- AUM share
- 0.6%
- Avg. per client
- $224K
- Clients
- 8
- Regulatory AUM
- $5.18M
- AUM share
- 2.2%
- Avg. per client
- $647K
Total
- Clients
- 442
- Regulatory AUM
- $231M
- AUM share
- 100%
- Avg. per client
- $522K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Arch Global Advisors is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Estate Planning
- Estate planning is a fixed fee of $1,500 per engagement, charged in advance and possibly negotiable.
- Financial Planning
- Financial planning is a fixed engagement fee of $750 to $1,500, negotiable; up to 50% of the expected fee may be invoiced on signing.
- Retirement Plan Advisory
- Retirement plan advisory fees are up to 2.50% a year on a tiered schedule, billed quarterly in advance, plus a .15% portfolio fee in certain instances.
Sardar Iftikhar owns 75% or more of Arch Global Advisors. Sardar Iftikhar is CEO; the leadership team includes Chief Compliance Officer Akhil Kumar. It has 16 employees, 10 of them in advisory roles.
Staff
- 16 employees
- 10 in advisory functions
- 8 state-registered reps
- 9 broker-dealer reps
- 9 insurance agents
- Owns 75% or more of Arch Global Advisors, LLC
Sardar Iftikhar
Control person · since May 2018
- Owns 10% to 25% of Arch Global Advisors, LLC
Akhil Kumar
Control person · since June 2025
Arch Global Advisors’ regulatory assets grew 3.0× from $75.8M (March 2021) to $231M (June 2026); clients rose from 132 to 442 and employees from 6 to 16.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $231M | 442 | 16 | 3 |
| Jul 2025July 2025 | $145M | 244 | 9 | 3 |
| Apr 2024April 2024 | $102M | 168 | 11 | 4 |
| Jul 2023July 2023 | $94.3M | 123 | 8 | 4 |
| Mar 2022March 2022 | $105M | 158 | 6 | 1 |
| Mar 2021March 2021 | $75.8M | 132 | 6 | 1 |
Besides its headquarters, Arch Global Advisors has 2 offices, with 3 listed addresses across 2 states.
New York · 2 listed addresses
- 215 Lexington Avenue, Suite 17b, New YorkHQ
- 470 Mamaroneck Avenue, White Plains
Florida · 1 listed address
- 3275 US Hwy 1 South, Saint Augustine
Other business names
Arch Global Advisors has reported 1 other business name to the SEC.
- Cowan Financial Group
Contact and registration details
- Legal name
- Arch Global Advisors, LLC
- Headquarters
- 215 Lexington Avenue, Suite 17b, New York, NY 10016
- Website
- Not reported
- Phone
- 212-991-8807
- @arch-global-advisors
- SEC file
- 801-113519
- Structure
- New York LLC
- Fiscal year end
- December
Arch Global Advisors’ named custodian for separately managed accounts is Charles Schwab ($231M). Arch Global Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $231M100%
At year end, Arch Global Advisors’ separately managed accounts were mostly in stocks (88%). Its reported 13F holdings for the quarter ended 30 June 2026 total $226M across 59 positions; the largest are Apple Inc. (11.0%), iShares TR (8.7%) and First TR Exchng Traded FD VI (8.6%).
What the accounts hold
- Stocks88%
- Exchange-traded equities64%
- Non-exchange-traded equities24%
- Funds3%
- Bonds4%
- Cash5%
How many clients does Arch Global Advisors have?
Arch Global Advisors has 442 clients and manages $231 million for them, as of June 2026. They include 270 individual clients, 132 high-net-worth individuals, and 26 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 June 2026
What services does Arch Global Advisors offer?
Arch Global Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Arch Global Advisors use?
Arch Global Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $231M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 June 2026
How many financial advisors does Arch Global Advisors have?
Arch Global Advisors has 8 investment adviser representatives registered with state securities authorities, out of 16 employees, and 10 perform investment advisory functions. 9 employees are registered representatives of a broker-dealer and 9 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Arch Global Advisors invest in?
At the end of its last fiscal year, Arch Global Advisors’ separately managed accounts held 64% exchange-traded equities, 24% non-exchange-traded equities, 5% cash and equivalents, 4% investment grade corporate bonds and 3% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Arch Global Advisors?
Arch Global Advisors’ direct owners are Sardar Iftikhar (75% or more) and Akhil Kumar (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 June 2026
How does Arch Global Advisors get paid?
Arch Global Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Arch Global Advisors?
Arch Global Advisors’ main office is at 215 Lexington Avenue, Suite 17b, New York, NY 10016. Its phone number is 212-991-8807.
