Openarc Corporate Advisory, LLC

Overview

Openarc Corporate Advisory, LLC is an SEC registered investment adviser based in Atlanta, GA, registered since 2025. It reports $10.1B in assets under management across 14,525 accounts, with 146 employees. It has 123 investment adviser representatives.

Reported AUM

$10.1B

Discretionary

100%

Accounts

14,525

Average account

$695K

Employees

146

Advisory reps

123

Registered since

2025

Jurisdictions

52

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 6

• Emily Fletcher Managing Partner, Chief Compliance Officer CRD 2350208
• Erik Mathews Bjerke Senior Managing Partner CRD 2998546
• James Robert Kaufman Managing Partner CRD 3166215

3 more executive officers, with direct contact details

Advisory reps 3 of 123

• Ashley Fallin Abate Insurance Agent · Investment Adviser Rep CRD 6506817
• Treyce P Addison Investment Adviser Rep CRD 7214523
• Mark Adkins Insurance Agent · Investment Adviser Rep CRD 5860080

120 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3550 Peachtree Rd NE Fl 7
Atlanta, GA 30326

County

Fulton

Metro area

Atlanta-Sandy Springs-Alpharetta, GA

Region

South

Registrations

• SEC registered
• Registered in 52 jurisdictions
• Website: openarccorporate.com

Every state, with registration dates

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