Archer Investment provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, and pension consulting.
Archer Investment reports 4,335 clients. They include 4,117 individual clients, 173 high-net-worth individuals, and 38 pension and profit-sharing plans. Of its assets, 100.0% ($1.01B across 5,147 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 95% | 35% |
| High-net-worth individuals | 4% | 41% |
| Investment companies | <1% | 17% |
| Pension and profit-sharing plans | <1% | 7% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 4,117 | $355M | 35.1% | $86.3K |
| High-net-worth individuals | 173 | $418M | 41.3% | $2.42M |
| Investment companies | 7 | $171M | 16.9% | $24.4M |
| Pension and profit-sharing plans | 38 | $68.1M | 6.7% | $1.79M |
| Total | 4,335 | $1.01B | 100% | $234K |
- Clients
- 4,117
- Regulatory AUM
- $355M
- AUM share
- 35.1%
- Avg. per client
- $86.3K
- Clients
- 173
- Regulatory AUM
- $418M
- AUM share
- 41.3%
- Avg. per client
- $2.42M
- Clients
- 7
- Regulatory AUM
- $171M
- AUM share
- 16.9%
- Avg. per client
- $24.4M
- Clients
- 38
- Regulatory AUM
- $68.1M
- AUM share
- 6.7%
- Avg. per client
- $1.79M
Total
- Clients
- 4,335
- Regulatory AUM
- $1.01B
- AUM share
- 100%
- Avg. per client
- $234K
- 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
- 0
Archer Investment charges 0.50%–1.00% a year for its Investment Management Fees. The fee is billed in arrears and is negotiable.
Fee details and sources
Troy Patton owns 75% or more of Archer Investment. The leadership team of Archer Investment includes Chief Compliance Officer Troy Patton. It has 80 employees.
Staff
- 80 employees
- 80 in advisory functions
- 80 state-registered reps
- 1 broker-dealer rep
- 11 insurance agents
- 3 soliciting firms
- Owns 75% or more of Archer Investment Corporation
Troy Patton
Control person · since July 2023
Archer Investment’s regulatory assets grew 2.1× from $481M (March 2021) to $1.01B (March 2026); clients rose from 3,009 to 4,335 and employees fell from 89 to 80.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $1.01B | 4,335 | 80 | 73 |
| May 2025May 2025 | $901M | 5,640 | 82 | 85 |
| Jul 2024July 2024 | $749M | 3,810 | 82 | 85 |
| Jun 2023June 2023 | $603M | 3,027 | 87 | 85 |
| Mar 2022March 2022 | $663M | 3,570 | 85 | 82 |
| Mar 2021March 2021 | $481M | 3,009 | 89 | 87 |
Besides its headquarters, Archer Investment has 72 offices (1 private residence, listed without an address), with 25 listed addresses across 15 states.
Indiana · 4 listed addresses
- 11711 N. College Ave, Suite 200, CarmelHQ
- 19 South 6th Street Suite 103, Terre Haute
- 150 Easy Shopping Place Suite B, Elkhart
- 3425 Grant Line RD, New Albany
Florida · 3 listed addresses
- 8499 S. Tamiami Trail #211, Sarasota
- 250 International Parkway, Lake Mary
- 220 N Westmonte DR Suite E, Altamonte Springs
Texas · 3 listed addresses
- 131 NW Hillery St Suite B, Burleson
- 7887 San Felipe Street, Houston
- 6901 Cayman CT, Amarillo
California · 2 listed addresses
- 25001 the Old Road, Stevenson Ranch
- 23300 Ventura BLVD Ste 200, Woodland Hills
Illinois · 2 listed addresses
- 700 Commerce DR., Oak Brook
- 10 Executive CT, South Barrington
Ohio · 2 listed addresses
- 671 Columbia RD, Westlake
- 6020 Harrison Ave, Cincinnati
Colorado · 1 listed address
- 200 S Wilcox St, Castle Rock
Connecticut · 1 listed address
- 3 Boulder Ave, Old Greenwich
Georgia · 1 listed address
- 2010 Henderson Way, Lawrenceville
Maryland · 1 listed address
- 4709 Montgomery Lane, Bethesda
New Jersey · 1 listed address
- 550 West Main Street, Boonton
New York · 1 listed address
- 501 Chestnut Ridge Road Suite 204, Chestnut Ridge
North Carolina · 1 listed address
- 10800 Sikes Place, Charlotte
South Carolina · 1 listed address
- 914 Dougherty Road, Aiken
Tennessee · 1 listed address
- 100 Country Club Drive, Hendersonville
Other business names
Archer Investment has reported 7 other business names to the SEC.
- Accupro Financial Services
- Bison Creek Advisors, LLC
- Lake Wealth Management
- Newton Wealth Management
- Sullivan Wealth Management
- Transitions Financial Indiana
- Walker Wealth Management
Contact and registration details
- Legal name
- Archer Investment Corporation
- Headquarters
- 11711 N. College Ave, Suite 200, Carmel, IN 46032
- Website
- archerinvestment.com
- Phone
- 317-581-5664
- SEC file
- 801-64607
- Structure
- Indiana corporation
- Fiscal year end
- December
Archer Investment’s named custodians for separately managed accounts are Trade-PMR ($325M, 79%) and Fidelity ($87.1M, 21%). Archer Investment does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $87.1M21%
- Trade-PMRTrade-PMR Inc. · Gainesville, FL · $325M79%
At year end, Archer Investment’s separately managed accounts were mostly in funds (86%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.03B across 1,254 positions; the largest are Invesco Qqq TR ETF Unit Ser 1 (6.5%), First Trust Capital ETF Strength (5.1%) and State Street SPDR ETF Portfolio S&P 500 (4.2%).
What the accounts hold
- Stocks8%
- Funds86%
- Bonds2%
- Cash4%
How many clients does Archer Investment have?
Archer Investment has 4,335 clients and manages $1.01 billion for them, as of March 2026. They include 4,117 individual clients, 173 high-net-worth individuals, and 38 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 March 2026
What services does Archer Investment offer?
Archer Investment provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Archer Investment charge?
Archer Investment charges 0.50%–1.00% a year for its Investment Management Fees. The fee is billed in arrears and is negotiable.
Which custodians does Archer Investment use?
Archer Investment’s separately managed account assets are held at Trade-PMR Inc. (Gainesville, FL), with $325M and Fidelity Brokerage Services LLC (Smithfield, RI), with $87.1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026
How many financial advisors does Archer Investment have?
Archer Investment has 80 investment adviser representatives registered with state securities authorities, out of 80 employees, and 80 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 11 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 Archer Investment invest in?
At the end of its last fiscal year, Archer Investment’s separately managed accounts held 86% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities, 4% cash and equivalents and 2% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Archer Investment?
Archer Investment’s direct owner is Troy Patton (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 March 2026
How does Archer Investment get paid?
Archer Investment 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 Archer Investment?
Archer Investment’s main office is at 11711 N. College Ave, Suite 200, Carmel, IN 46032. Its phone number is 317-581-5664. Its website is archerinvestment.com.