{"url":"https://nivawealth.com/firms/arch-global-advisors-297397","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/297397","regulatoryAum":230913938,"crd":"297397","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7959723","suffix":null,"lastName":"Arch","firstName":"Thomas","middleName":null},{"crd":"601492","suffix":"SR","lastName":"COWAN","firstName":"CARY","middleName":"JOEL"},{"crd":"2301132","suffix":null,"lastName":"DAVIDSON","firstName":"FRANK","middleName":"LLYOD"},{"crd":"4673210","suffix":null,"lastName":"IFTIKHAR","firstName":"SARDAR","middleName":"SHERAZ"},{"crd":"4716564","suffix":null,"lastName":"KUMAR","firstName":"AKHIL","middleName":null},{"crd":"4498570","suffix":null,"lastName":"Selvitella","firstName":"Michael","middleName":null}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-17","regulatoryAum":75793119,"clients":132,"employees":6,"offices":1},{"filedOn":"2022-03-02","regulatoryAum":104593471,"clients":158,"employees":6,"offices":1},{"filedOn":"2023-07-03","regulatoryAum":94278309,"clients":123,"employees":8,"offices":4},{"filedOn":"2024-04-19","regulatoryAum":102196275,"clients":168,"employees":11,"offices":4},{"filedOn":"2025-07-25","regulatoryAum":144750085,"clients":244,"employees":9,"offices":3},{"filedOn":"2026-06-16","regulatoryAum":230913938,"clients":442,"employees":16,"offices":3}],"secFileNumber":"801-113519","legalName":"Arch Global Advisors, LLC","displayName":"Arch Global Advisors","slug":"arch-global-advisors-297397","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/arch-global-advisors/about/","xUrl":"https://twitter.com/Arch_GlobalAdv","founded":null,"organization":"New York limited liability company","fiscalYearEnd":"December","headquarters":{"street":"215 Lexington Avenue, Suite 17b","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10016"},"tradeNames":["Cowan Financial Group"],"registration":{"secApproved":"2 July 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":489498.3084577114,"staff":{"employees":16,"advisory":10,"brokerDealerReps":9,"insuranceAgents":9,"promoters":0},"aum":{"regulatory":230913938,"discretionary":230913938,"discretionaryAccounts":815,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":270,"regulatoryAum":53171869},{"label":"High-net-worth individuals","clients":132,"regulatoryAum":143606451},{"label":"Pension and profit-sharing plans","clients":26,"regulatoryAum":27611650},{"label":"Charitable organizations","clients":6,"regulatoryAum":1345642},{"label":"Corporations and other businesses","clients":8,"regulatoryAum":5178326}],"feePrograms":[{"role":"other","program":"Estate Planning","summary":"Estate planning is a fixed fee of $1,500 per engagement, charged in advance and possibly negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1035635","versionId":1035635,"submittedOn":"2026-03-31","documentName":"ARCH GLOBAL DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS"},{"role":"other","program":"Financial Planning","summary":"Financial planning is a fixed engagement fee of $750 to $1,500, negotiable; 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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Arch Global Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Arch Global Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Arch Global Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Arch Global Advisors get paid?","answer":"Arch Global Advisors is paid through a percentage of assets under management and fixed fees. 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