The Archer Consulting Group, LLC (Houston)

Name: The Archer Consulting Group, LLC
Address: 1235 North Loop West, Houston, TX, 77008
Telephone: 713-572-1717

The Archer Consulting Group, LLC is a large advisory firm based in Houston. It manages $111 million of regulatory assets for 238 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Louisiana and Texas.

The Archer Consulting Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Archer Consulting Group: assets under management

The assets under management (AUM) of The Archer Consulting Group, LLC is $111 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $111 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $466.39 thousand each.

The Archer Consulting Group has custody of $111 million in cash and securities for 86 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in investment and business development companies the most. They account for 99% of the total AUM. The second-largest asset type is exchange traded securities, which make up 1% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Archer Consulting Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients The Archer Consulting Group serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of The Archer Consulting Group is high net worth individuals with 26 clients and $50 million of assets under management. Among the 5 most similar advisory firms, The Archer Consulting Group has the 2nd lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $95 million for 86 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

The Archer Consulting Group doesn't advise any private funds.

Careers at The Archer Consulting Group, LLC

The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jona Thomas Husbands	Managing member/chief compliance officer	1 Dec 2010	25% - 50%	4163338
Allan George Jaster	Member	1 Dec 2010	25% - 50%	5391998
Steven Courtleigh Rhatigan	Member	1 Dec 2010	25% - 50%	1533193

Based in Houston

The principal office where The Archer Consulting Group, LLC performs its advisory services is located at 1235 North Loop West, Houston, TX 77008, which is also the mailing address of the firm. An additional office of the firm is in Thibodaux, LA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-572-1717 or by fax 713-572-1723. The normal business hours are 9:00 am - 4:00pm on Monday - Friday. You can find more information about the New York firm at archerconsulting.com.