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Archambo Financial Advisors, Inc. (Bartlesville)


Archambo Financial Advisors, Inc. is an adviser based in Bartlesville. It manages $70.66 million of regulatory assets for 329 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Oklahoma and Texas.




Archambo Financial Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Archambo Financial Advisors: assets under management

The assets under management (AUM) of Archambo Financial Advisors, Inc. is $70.66 million. The firm's AUM has grown by 31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $61.78 million in discretionary accounts and $8.88 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $386.11 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $52.55 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Archambo Financial Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bartlesville

The principal office where Archambo Financial Advisors, Inc. performs its advisory services is located at 310 South Osage, Bartlesville, OK 74003, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 918-336-2222 or by fax 918-336-2214. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.


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