GA
CFP
GA
CFP

Gary Askew

14 Years of Experience
Atlanta, GA

Gary Askew is a CFP-designated registered investment advisor at Openarc Corporate Advisory, LLC, based in Atlanta, GA, with 14 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 3,841 clients with $10B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
123 advisors
Number of Clients
3,841 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$10.1B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Maximum annual fee is 1.75%. Fees are negotiable depending on individual client circumstances and account type.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3550 Peachtree Road Ne, Floor 7, Atlanta, GA, 30326

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gary works as a sales executive at Jos. A. Bank Clothier, dedicating about half of his time to this role. He also has interests in Askew Properties, APCH Assisting Living LLC, TAE Properties LLC, and Big Back Ministries, spending minimal time on each.

Employment History
Current Registrations
Openarc Corporate Advisory, LLC
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2015 - October 2025 · 9 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2015 - October 2025 · 9 yrs 11 mos
Wells Fargo Advisors, LLC
July 2012 - October 2015 · 3 yrs 3 mos
Wells Fargo Advisors, LLCBroker
June 2012 - October 2015 · 3 yrs 4 mos
State Registrations1 state
GA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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