You're signed outSign in or to get full access.
Archford Capital Strategies, LLC
Archford Capital Strategies, LLC is a registered investment advisor offering comprehensive investment management and advisory services to individuals (including high net worth), trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and businesses. The firm acts as a fiduciary under ERISA for certain clients, providing investment strategy development, investment policy statement design, ongoing investment monitoring, and recommendation services. Archford employs fundamental and technical analysis, with asset allocation strategies loosely based on Modern Portfolio Theory, utilizing research from multiple sources including financial media, third-party reports, and company filings.
Investment Strategy
Fundamental and technical analysis; asset allocation based on Modern Portfolio Theory; research from financial media, third-party reports, and company filings; focus on economic and business indicators to assess investment suitability.
Latest 13F Filing Activity
Archford Capital Strategies, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 316 equity positions with a total 13F market value of $840M. The fund increased holdings in Ishares Inc., Vanguard Index FDS, Schwab Strategic TR among other positions. Archford Capital Strategies, LLC reduced exposure to Vanguard BD Index FDS, Vanguard Index FDS, Vanguard Index FDS among others.
Top Holdings
Equity Positions (316)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEFA | ISHARES TR | 4.44% | $37.3M | 426,990 | $68.82 | $87.31 | +$5.8M |
M MSFT | MICROSOFT CORP | 3.87% | $32.5M | 62,792 | $213.89 | $517.95 | +$1.8M |
N NVDA | NVIDIA CORPORATION | 3.42% | $28.8M | 154,113 | $75.39 | $186.58 | +$4.4M |
A AAPL | APPLE INC | 3.10% | $26.0M | 102,301 | $125.74 | $254.63 | +$5.2M |
I IEMG | ISHARES INC | 2.89% | $24.3M | 368,338 | $58.97 | $65.92 | +$10.0M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Analyst | United States | |
 | Chief Investment Officer | St. Louis, MO , United States | |
 | Analyst | St. Louis, MO , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more