RIA Intel›Advisers›Tennessee›ARCHETYPE INVESTMENT ADVISORS INC

ARCHETYPE INVESTMENT ADVISORS INC

Advisory

JACKSON, TN

Data as of Dec 26, 2025 · Source: SEC Form ADV

Average account

$146K

across 123 accounts

AUM per adviser

$9M

2 advisers

Source: SEC Form ADV. Figures as filed Dec 26, 2025.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients123

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InAZ, TN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

123 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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AFFECT FINANCIAL PARTNERS, LLC

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SEGO WEALTH MANAGEMENT, LLC

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