Openarc Corporate Advisory, Llc
SEC-registered
Wealth Manager · Large ($10B–$100B)
CRD 336837
· SEC file 801-133754
· Atlanta, GA
· www.linkedin.com
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ADV data as of Jul 27, 2026
- Regulatory AUM
- $10.1B
- Discretionary
- $10.1B
- Clients
- 3,841
- Avg AUM / client
- $2.6M
- Accounts
- 14,525
- Employees
- 146
AUM over time
$0
$10.1B
May 2025
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,485 | $943M | 9.34% |
| High net worth individuals | 2,356 | $9.1B | 90.3% |
| Charitable organizations | Fewer than 5 clients | $16.3M | 0.16% |
| Corporations and other businesses | Fewer than 5 clients | $20.2M | 0.2% |
People (122)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alex D Levine | Registered representative | Sep 2025 (1y) | ||
| Ashley F Abate | Registered representative | Sep 2025 (1y) | ||
| Adil Ahmad Khan | Registered representative | CFP | Sep 2025 (1y) | |
| Alexandra C Khoury | Registered representative | CFP | Sep 2025 (1y) | |
| Bart Anthony Speziali | Registered representative | Sep 2025 (1y) | ||
| Brittany L Hartnett | Registered representative | CFP | Sep 2025 (1y) | |
| Blake C Kollin | Registered representative | Sep 2025 (1y) | ||
| Chad Blalock | Registered representative | Sep 2025 (1y) | ||
| Chester P Rollins | Registered representative | Sep 2025 (1y) | ||
| Clifford Anthony Farren | Registered representative | Sep 2025 (1y) | ||
| Charles John Murray | Registered representative | Sep 2025 (1y) | ||
| Chloe Diane Crist | Registered representative | Sep 2025 (1y) | ||
| Craig Lee Rollins | Registered representative | CFP | Sep 2025 (1y) | |
| Davis Hines | Registered representative | Sep 2025 (1y) | ||
| Daria Macarie | Registered representative | Sep 2025 (1y) | ||
| David M Cramer | Registered representative | Sep 2025 (1y) | ||
| David William Ndukasi Onuorah | Registered representative | Sep 2025 (1y) | ||
| Dillon Martin Hess | Registered representative | Sep 2025 (1y) | ||
| Elizabeth Grace White | Registered representative | CFP | Sep 2025 (1y) | |
| Everett Spikes Cramer | Registered representative | Sep 2025 (1y) | ||
| Grant Ruckman Ansley | Registered representative | Sep 2025 (1y) | ||
| Jeffrey Scott Neumeyer | Registered representative | Sep 2025 (1y) | ||
| Jurgen A Steinwarz | Registered representative | CFP | Sep 2025 (1y) | |
| Jeffrey K Crowell | Registered representative | Sep 2025 (1y) | ||
| Jose J. Hernandez | Registered representative | Sep 2025 (1y) | ||
| Joseph A Sacco | Registered representative | Sep 2025 (1y) | ||
| Joseph Ayomide Toye | Registered representative | Sep 2025 (1y) | ||
| Joseph Tyger | Registered representative | Sep 2025 (1y) | ||
| Kaitlin M Ealy | Registered representative | Sep 2025 (1y) | ||
| Kathryn Marie Bohr | Registered representative | Sep 2025 (1y) | ||
| Laura Wiley Bishop | Registered representative | Sep 2025 (1y) | ||
| Matthew Thomas Hartnett | Registered representative | CFP | Sep 2025 (1y) | |
| Michael Christopher Sontag | Registered representative | Sep 2025 (1y) | ||
| Madeline Lee Harr | Registered representative | Sep 2025 (1y) | ||
| Mark Adkins | Registered representative | Sep 2025 (1y) | ||
| Mary Katherine Linn | Registered representative | Sep 2025 (1y) | ||
| Michael Fazylov | Registered representative | Sep 2025 (1y) | ||
| Michael R Massi | Registered representative | Sep 2025 (1y) | ||
| Nathaniel H Cook | Registered representative | Sep 2025 (1y) | ||
| Najee Sanders | Registered representative | Sep 2025 (1y) | ||
| Nicholas Molinari | Registered representative | Sep 2025 (1y) | ||
| Paul W Covington | Registered representative | Sep 2025 (1y) | ||
| Peter P Sereno | Registered representative | Sep 2025 (1y) | ||
| Patrick Mc Cormack Farren | Registered representative | Sep 2025 (1y) | ||
| Randall Roman | Registered representative | Sep 2025 (1y) | ||
| Richard Blake Anderson | Registered representative | Sep 2025 (1y) | ||
| Robert W Cramer | Registered representative | CFP | Sep 2025 (1y) | |
| Richie Newton Jamal Pinnock | Registered representative | Sep 2025 (1y) | ||
| Robby Delone Preston | Registered representative | Sep 2025 (1y) | ||
| Robert Earl Heightchew | Registered representative | Sep 2025 (1y) | ||
| Sarah Jordan Badgett Perelle | Registered representative | CFP | Sep 2025 (1y) | |
| Steven Roger Prediletto | Registered representative | Sep 2025 (1y) | ||
| Timothy Moscato | Registered representative | Sep 2025 (1y) | ||
| Taylor Brooke Holley | Registered representative | Sep 2025 (1y) | ||
| Thomas Arthur Joerres | Registered representative | Sep 2025 (1y) | ||
| Travis Yoshio Wilson | Registered representative | Sep 2025 (1y) | ||
| Wonyul Griffin Sohn | Registered representative | Sep 2025 (1y) | ||
| Andrew Patrick O'connell | Registered representative | Sep 2025 (1y) | ||
| Chad A Pigg Fife | Registered representative | Sep 2025 (1y) | ||
| Emily Fletcher | Registered representative | Sep 2025 (1y) | ||
| Erik Mathews Bjerke | Registered representative | CFP | Sep 2025 (1y) | |
| James Robert Kaufman | Registered representative | Sep 2025 (1y) | ||
| Joseph Tanner Templeton | Registered representative | Sep 2025 (1y) | ||
| Kevin Wayne Higginbotham | Registered representative | Sep 2025 (1y) | ||
| Mark William Wazevich | Registered representative | Sep 2025 (1y) | ||
| David Frederick Mack | Registered representative | CFP | Sep 2025 (1y) | |
| Gary Michael Askew | Registered representative | CFP | Sep 2025 (1y) | |
| Barbara Glennis Prince | Registered representative | Sep 2025 (1y) | ||
| Charles H Schorpp | Registered representative | Oct 2025 (1y) | ||
| Daphne Gentile | Registered representative | Oct 2025 (1y) | ||
| Matthew W Pesci | Registered representative | Oct 2025 (1y) | ||
| Martha Eden Badgett | Registered representative | Oct 2025 (1y) | ||
| Ryan E Daly | Registered representative | Oct 2025 (1y) | ||
| Ryan James Cox | Registered representative | Oct 2025 (1y) | ||
| Treyce P Addison | Registered representative | Oct 2025 (1y) | ||
| Kris Lee Joslyn | Registered representative | Oct 2025 (1y) | ||
| Angelica Delmundo Virtucio | Registered representative | Oct 2025 (1y) | ||
| Kristopher S Gilliland | Registered representative | Oct 2025 (1y) | ||
| Bambi Quiogue Rentschler | Registered representative | Oct 2025 (1y) | ||
| Chiao Chan | Registered representative | Oct 2025 (1y) | ||
| Daniel J Lewis | Registered representative | Oct 2025 (1y) | ||
| Diego Alonso Colan Taya | Registered representative | Oct 2025 (1y) | ||
| John Vincent Weindler | Registered representative | Oct 2025 (1y) | ||
| Jamall Little | Registered representative | Oct 2025 (1y) | ||
| Joseph Robert Burrows | Registered representative | Oct 2025 (1y) | ||
| Kimberly Comiskey Gardner | Registered representative | Oct 2025 (1y) | ||
| Leslie Lynae Hill | Registered representative | Oct 2025 (1y) | ||
| Rachael Corinne Kelly | Registered representative | Oct 2025 (1y) | ||
| Roberto A Arteaga Ascencio | Registered representative | Oct 2025 (1y) | ||
| Sandra K Lasser | Registered representative | Oct 2025 (1y) | ||
| Sumaree White | Registered representative | Oct 2025 (1y) | ||
| Wyatt Nelson | Registered representative | Oct 2025 (1y) | ||
| Jonathan S Kessler | Registered representative | Oct 2025 (1y) | ||
| Matthew Michael Prediletto | Registered representative | CFP | Oct 2025 (1y) | |
| Milon Kennedy Turner | Registered representative | Oct 2025 (1y) | ||
| Robert Gary Rickles | Registered representative | Oct 2025 (1y) | ||
| Rohan Amish Patel | Registered representative | Oct 2025 (1y) | ||
| Anna Mikhaylovna Blokh | Registered representative | CFP | Oct 2025 (1y) | |
| Ashley D Purvis | Registered representative | Oct 2025 (1y) | ||
| Durene Michele Helbling | Registered representative | CFP | Oct 2025 (1y) | |
| Lisa M Stinziano | Registered representative | Oct 2025 (1y) | ||
| Laura Michelle Mitts | Registered representative | Oct 2025 (1y) | ||
| Renee Allison Alladin | Registered representative | Oct 2025 (1y) | ||
| Daniel Christopher Marshall | Registered representative | CFP | Oct 2025 (1y) | |
| Maria Daniela Pacin | Registered representative | Oct 2025 (1y) | ||
| Tina Louise Walker | Registered representative | Oct 2025 (1y) | ||
| Yaniv Rubina | Registered representative | Oct 2025 (1y) | ||
| Jaiden A Deas | Registered representative | Oct 2025 (1y) | ||
| Jose Alfredo Menendez Perez | Registered representative | Oct 2025 (1y) | ||
| Cynthia Pamela Yepez | Registered representative | Nov 2025 (1y) | ||
| Sydney Lauren Wiggins | Registered representative | Nov 2025 (1y) | ||
| Courtney Jane Murphy Mesa | Registered representative | Dec 2025 (1y) | ||
| Franklin Clarke Sullivan | Registered representative | Feb 2026 (0y) | ||
| Hunter Thomas Bailey | Registered representative | Mar 2026 (0y) | ||
| Hayden Davis Sullivan | Registered representative | Mar 2026 (0y) | ||
| Ian Russell Kohl | Registered representative | Mar 2026 (0y) | ||
| Timofei Kouzmine | Registered representative | Mar 2026 (0y) | ||
| Hans Richard Hamann | Registered representative | Mar 2026 (0y) | ||
| Olivia Anne Templeton | Registered representative | Mar 2026 (0y) | ||
| Ryan Alan Patton | Registered representative | Chartered Financial Consultant | May 2026 (0y) | |
| Samantha Lynn Burke | Registered representative | Jul 2026 (0y) | ||
| Bradley David Plaziak | Registered representative | Jul 2026 (0y) |
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)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/29/2026 | 1010 KB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $9.8B (97% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 27, 2026.
View current Form ADV (SEC/IAPD) ↗