The Archer Consulting Group provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 101–250 clients last fiscal year.
The Archer Consulting Group reports 115 clients. They include 59 individual clients and 56 high-net-worth individuals. Of its assets, 100.0% ($192M across 343 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $577M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 51% | 88% |
| High-net-worth individuals | 49% | 12% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 59 | $169M | 88.1% | $2.87M |
| High-net-worth individuals | 56 | $22.9M | 11.9% | $410K |
| Total | 115 | $192M | 100% | $1.67M |
- Clients
- 59
- Regulatory AUM
- $169M
- AUM share
- 88.1%
- Avg. per client
- $2.87M
- Clients
- 56
- Regulatory AUM
- $22.9M
- AUM share
- 11.9%
- Avg. per client
- $410K
Total
- Clients
- 115
- Regulatory AUM
- $192M
- AUM share
- 100%
- Avg. per client
- $1.67M
- 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
- 101–250
The Archer Consulting Group charges 0.50%–1.25% a year for its Investment Management Services (Wrap Fee Program). The whole portfolio is charged at the rate of its band. The fee is billed in arrears and requires an account of at least $1,000,000.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.25% |
| $1M–$3M | 0.75% |
| $3M and above | 0.50% |
Fee details and sources
Jona Husbands owns 25% to 50% of The Archer Consulting Group. The leadership team of The Archer Consulting Group includes Chief Compliance Officer Jona Husbands. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 25% to 50% of The Archer Consulting Group, LLC
Jona Husbands
Control person · since December 2010
- Owns 25% to 50% of The Archer Consulting Group, LLC
Allan Jaster
Control person · since December 2010
- Owns 25% to 50% of The Archer Consulting Group, LLC
Steven Rhatigan
Control person · since December 2010
The Archer Consulting Group’s regulatory assets grew from $143M (April 2021) to $192M (September 2026); clients rose from 80 to 115 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $192M | 115 | 3 | 4 |
| Mar 2025March 2025 | $155M | 100 | 4 | 3 |
| Apr 2024April 2024 | $138M | 109 | 4 | 2 |
| Mar 2023March 2023 | $153M | 105 | 4 | 2 |
| Mar 2022March 2022 | $164M | 106 | 3 | 2 |
| Apr 2021April 2021 | $143M | 80 | 3 | 2 |
Besides its headquarters, The Archer Consulting Group has 3 offices (3 private residences, listed without an address), with 1 listed address in 1 state.
Louisiana · 1 listed address
- 814 Canal BLVD, ThibodauxHQ
Contact and registration details
- Legal name
- The Archer Consulting Group, LLC
- Headquarters
- 814 Canal BLVD, Thibodaux, LA 70301
- Website
- archerconsulting.com
- Phone
- 985-227-4019
- @archer-consulting-group-llc
- SEC file
- 801-113282
- Structure
- Texas LLC
- Fiscal year end
- December
The Archer Consulting Group’s named custodian for separately managed accounts is Fidelity ($192M). The Archer Consulting Group has custody of $36.2M for 115 clients.
- FidelityFidelity Distributors Company LLC · Smithfield, RI · $192M100%
At year end, The Archer Consulting Group’s separately managed accounts were mostly in funds (95%).
What the accounts hold
- Funds95%
- Cash5%
How many clients does The Archer Consulting Group have?
The Archer Consulting Group has 115 clients and manages $192 million for them, as of September 2026. They include 59 individual clients and 56 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 September 2026
What services does The Archer Consulting Group offer?
The Archer Consulting Group 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 The Archer Consulting Group charge?
The Archer Consulting Group charges 0.50%–1.25% a year for its Investment Management Services (Wrap Fee Program). The whole portfolio is charged at the rate of its band. The fee is billed in arrears and requires an account of at least $1,000,000.
Source: ARCHER CONSULTING ADV WRAP FEE BROCHURE, filed 17 March 2026
Which custodians does The Archer Consulting Group use?
The Archer Consulting Group’s separately managed account assets are held at Fidelity Distributors Company LLC (Smithfield, RI), with $192M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 September 2026
How many financial advisors does The Archer Consulting Group have?
The Archer Consulting Group has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 The Archer Consulting Group invest in?
At the end of its last fiscal year, The Archer Consulting Group’s separately managed accounts held 95% registered funds (mutual funds, ETFs, BDCs) and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does The Archer Consulting Group have a minimum investment?
Yes, The Archer Consulting Group’s minimum account size for its Investment Management Services (Wrap Fee Program) is $1M.
Source: ARCHER CONSULTING ADV WRAP FEE BROCHURE, filed 17 March 2026
Who owns The Archer Consulting Group?
The Archer Consulting Group’s direct owners are Jona Husbands, Allan Jaster and Steven Rhatigan, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 30 September 2026
How does The Archer Consulting Group get paid?
The Archer Consulting Group 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 The Archer Consulting Group?
The Archer Consulting Group’s main office is at 814 Canal BLVD, Thibodaux, LA 70301. Its phone number is 985-227-4019. Its website is archerconsulting.com.