AUMdb

Arcap Partners Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 313006 · SEC file 801-136972 · Plainview, NY · arcapfo.com
☆ Save with Pro ADV data as of Jul 16, 2026
Regulatory AUM
$40.5M
Discretionary
$40.5M
Clients
34
Avg AUM / client
$1.2M
Accounts
87
Employees
3

AUM over time

$40.5M $40.5M
Jun 30, 2026 Jul 16, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jul 16, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 19 $6.0M 14.9%
High net worth individuals 15 $34.4M 85.1%

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Harry Armon Registered representative Feb 2022 (5y)
Eric David Dieckhoff Registered representative Mar 2024 (2y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 07/16/2026 1.15 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Fixed fees

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.

View current Form ADV (SEC/IAPD) ↗