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ARCHITECT CAPITAL CORP.

SAN FRANCISCO, CA · CRD 315010 · IAPD ↗ · architect.com · 650-769-7630

$1.23BRegulatory AUM
6Advisory reps
15Employees
0Clients
n/aPlanning clients
21Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
June 2026 — ARCHITECT CAPITAL CORP. crossed $1B in regulatory AUM ($695.6M -> $1.23B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
50
April 2026 — ARCHITECT CAPITAL CORP. reported RAUM up 36% ($510.8M -> $695.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
38
April 2025 — ARCHITECT CAPITAL CORP. shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — ARCHITECT CAPITAL CORP. crossed $500M in regulatory AUM ($350.1M -> $510.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
56
April 2024 — ARCHITECT CAPITAL CORP. grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
57
April 2024 — ARCHITECT CAPITAL CORP. reported RAUM up 74% ($201.6M -> $350.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.