{"url":"https://nivawealth.com/firms/archambo-financial-advisors-129927","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/129927","regulatoryAum":163077864,"crd":"129927","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2587428","suffix":null,"lastName":"ARCHAMBO","firstName":"AARON","middleName":"SCOTT"},{"crd":"4473013","suffix":null,"lastName":"MUEGGENBORG","firstName":"DEBORAH","middleName":"ELAINE"},{"crd":"7428994","suffix":null,"lastName":"RUSSELL","firstName":"JONATHAN","middleName":"STEVEN"}],"total":3,"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":"2021-02-17","regulatoryAum":123400030,"clients":225,"employees":5,"offices":1},{"filedOn":"2022-05-01","regulatoryAum":144878893,"clients":236,"employees":6,"offices":1},{"filedOn":"2023-03-28","regulatoryAum":141673319,"clients":242,"employees":5,"offices":1},{"filedOn":"2024-03-22","regulatoryAum":157978905,"clients":215,"employees":5,"offices":1},{"filedOn":"2025-03-12","regulatoryAum":157213327,"clients":221,"employees":5,"offices":1},{"filedOn":"2026-03-23","regulatoryAum":163077864,"clients":197,"employees":5,"offices":1}],"secFileNumber":"801-120463","legalName":"Archambo Financial Advisors, Inc.","displayName":"Archambo Financial Advisors","slug":"archambo-financial-advisors-129927","website":"https://archambofinancial.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Oklahoma corporation","fiscalYearEnd":"December","headquarters":{"street":"310 South Osage","city":"Bartlesville","state":"OK","stateName":"Oklahoma","country":"United States","postalCode":"74003"},"tradeNames":[],"registration":{"secApproved":"8 March 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":827806.4162436548,"staff":{"employees":5,"advisory":3,"brokerDealerReps":3,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":163077864,"discretionary":146596882,"discretionaryAccounts":292,"nonDiscretionary":16480982,"nonDiscretionaryAccounts":7,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":197},"clientTypes":[{"label":"Individuals (other than HNW)","clients":147,"regulatoryAum":40577109},{"label":"High-net-worth individuals","clients":50,"regulatoryAum":122500755}],"feePrograms":[{"role":"main","program":"Investment supervisory services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023290","versionId":1023290,"ratePeriod":"annual","fee_billing":null,"submittedOn":"2026-03-23","documentName":"FORM ADV PARTS 2A & 2B","fee_rate_low":0.6,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T13:02:41.40945+00:00","documents":[{"name":"FORM ADV PARTS 2A & 2B","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023290","versionId":1023290,"submittedOn":"2026-03-23"}]},"custodians":[],"custodyNote":"Archambo Financial Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Aaron Archambo","title":"President","crd":"2587428"},{"name":"Jonathan Russell","title":"CCO","crd":"7428994"}],"ownership":[{"label":"Aaron Archambo","detail":"President in the 75% or more ownership band and a control person, since January 2016."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Oklahoma","offices":1,"addresses":[{"street":"310 South Osage","city":"Bartlesville","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"918-336-2222","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":13},{"label":"U.S. state and local bonds","percent":5},{"label":"Securities issued by registered investment companies or business development companies","percent":79},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"23 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/129927/PDF/129927.pdf","brochureDate":"23 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023290","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Archambo Financial Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Archambo Financial Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Archambo Financial Advisors charge?","answer":"Archambo Financial Advisors charges 0.60%–1.00% a year for its Investment supervisory services. The fee is negotiable.","source":"FORM ADV PARTS 2A & 2B, filed 23 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Archambo Financial Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Archambo Financial Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Archambo Financial Advisors?","answer":"Archambo Financial Advisors’ direct owner is Aaron Archambo (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Archambo Financial Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Archambo Financial Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}