Archambo Financial Advisors provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Archambo Financial Advisors reports 197 clients. They include 147 individual clients and 50 high-net-worth individuals. Of its assets, 89.9% ($147M across 292 accounts) are managed with discretion; $16.5M across 7 accounts are not. It advised 197 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 25% |
| High-net-worth individuals | 25% | 75% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 147 | $40.6M | 24.9% | $276K |
| High-net-worth individuals | 50 | $123M | 75.1% | $2.45M |
| Total | 197 | $163M | 100% | $828K |
- Clients
- 147
- Regulatory AUM
- $40.6M
- AUM share
- 24.9%
- Avg. per client
- $276K
- Clients
- 50
- Regulatory AUM
- $123M
- AUM share
- 75.1%
- Avg. per client
- $2.45M
Total
- Clients
- 197
- Regulatory AUM
- $163M
- AUM share
- 100%
- Avg. per client
- $828K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 197
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Archambo Financial Advisors charges 0.60%–1.00% a year for its Investment supervisory services. The fee is negotiable.
Fee details and sources
Aaron Archambo owns 75% or more of Archambo Financial Advisors. The leadership team of Archambo Financial Advisors includes President Aaron Archambo. It has 5 employees, 3 of them in advisory roles.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 broker-dealer reps
- 1 insurance agent
- Owns 75% or more of Archambo Financial Advisors, Inc.
Aaron Archambo
Control person · since January 2016
Archambo Financial Advisors’ regulatory assets grew from $123M (February 2021) to $163M (March 2026); clients fell from 225 to 197 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $163M | 197 | 5 | 1 |
| Mar 2025March 2025 | $157M | 221 | 5 | 1 |
| Mar 2024March 2024 | $158M | 215 | 5 | 1 |
| Mar 2023March 2023 | $142M | 242 | 5 | 1 |
| May 2022May 2022 | $145M | 236 | 6 | 1 |
| Feb 2021February 2021 | $123M | 225 | 5 | 1 |
Besides its headquarters, Archambo Financial Advisors has 0 offices, with 1 listed address in 1 state.
Oklahoma · 1 listed address
- 310 South Osage, BartlesvilleHQ
Contact and registration details
- Legal name
- Archambo Financial Advisors, Inc.
- Headquarters
- 310 South Osage, Bartlesville, OK 74003
- Website
- archambofinancial.com
- Phone
- 918-336-2222
- SEC file
- 801-120463
- Structure
- Oklahoma corporation
- Fiscal year end
- December
Archambo Financial Advisors does not have custody of client assets.
At year end, Archambo Financial Advisors’ separately managed accounts were mostly in funds (79%) and stocks (13%).
What the accounts hold
- Stocks13%
- Funds79%
- Bonds5%
- Cash3%
How many clients does Archambo Financial Advisors have?
Archambo Financial Advisors has 197 clients and manages $163 million for them, as of March 2026. They include 147 individual clients and 50 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Archambo Financial Advisors offer?
Archambo Financial Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Archambo Financial Advisors charge?
Archambo Financial Advisors charges 0.60%–1.00% a year for its Investment supervisory services. The fee is negotiable.
How many financial advisors does Archambo Financial Advisors have?
Archambo Financial Advisors has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Archambo Financial Advisors invest in?
At the end of its last fiscal year, Archambo Financial Advisors’ separately managed accounts held 79% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 5% state and local bonds and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Archambo Financial Advisors?
Archambo Financial Advisors’ direct owner is Aaron Archambo (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Archambo Financial Advisors get paid?
Archambo Financial Advisors is paid through a percentage of assets under management, hourly charges 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 Archambo Financial Advisors?
Archambo Financial Advisors’ main office is at 310 South Osage, Bartlesville, OK 74003. Its phone number is 918-336-2222. Its website is archambofinancial.com.
