Caitlin
Howerton

Archer Investment Management

CRD#7289341
Investment Advisor
in Smyrna, GA

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About this Advisor

Caitlin Howerton is a certified financial planner operating out of Smyrna, Georgia. Howerton currently works for Archer Investment Management. The advisor has gained experience at Murphy Cadillac, Omni Hotels, Atlanta Marriott Buckhead Hotel & Conference Cente, Hilton Hotels, Smartpath, Facet Wealth, Na and Archer Investment Management. Howerton is registered to work in Texas. Archer Investment Management is a financial advisory business operating in Smyrna, Georgia. It controls $185 million in assets between its 797 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 797 client accounts, 35% are associated with high-net-worth individuals who have at least $1 million in investable assets. Archer Investment Management has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and publication of newsletters. Financial advisory fees depend on which services the firm provides the client. However, fee types billed by Archer Investment Management most likely include any combination of asset-based and hourly fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

Smyrna, GA

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Archer Investment Management Brokerage Details

Total Assets Under Management

$184,902,252

Total Number of Employees

4

Total Number of Accounts

797

Average Account Size

$231,998

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters

Caitlin Howerton Work History

Caitlin has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Archer Investment Management

2020 - 2023 (3 years)

Facet Wealth

2020 - 2023 (3 years)

Facet Wealth

2018 - 2020 (2 years)

Smartpath

2017 - 2018 (1 year)

Na

2016 - 2017 (1 year)

Hilton Hotels

2014 - 2016 (2 years)

Atlanta Marriott Buckhead Hotel & Conference Cente

2013 - 2014 (1 year)

Omni Hotels

2012 - 2013 (1 year)

Murphy Cadillac

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Caitlin Howerton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Archer Investment Management

Caitlin Howerton
Smyrna, GA
Danielle Marsico
Austin, TX
Richard Archer
Austin, TX
Emily Rassam
Austin, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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