Arkadios Capital

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
289
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
282710
Registered since
October 17, 2016

Firm profile

FINTRX

Overview

Arkadios Capital is organized as a limited liability company and registered with the SEC in 2016. FINTRX classifies the firm as an independent broker-dealer and the owner type is listed as a domestic entity and individual. The firm is marked as not being a capital allocator and is not identified as an active ESG investor. Fields for advisory activities, business activities, client base and fee structure are blank in the snapshot, so the firm’s advisory model and fee arrangements are not described in the available record.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 17
  • Jeremie Berrett

    Jeremie Berrett

    Chief Planning OfficerCRD 6402096

  • Christopher Gee

    Christopher Gee

    Partner, Chief Investment OfficerCRD 5992922

  • Joseph Nugent

    Joseph Nugent

    Chief Executive OfficerCRD 4019776

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Contacts

3 of 272
  • Charles Walling

    Charles Walling

    Private Wealth DirectorCRD 6212742

  • Steven Lichtblau

    Steven Lichtblau

    Private Wealth Managing DirectorCRD 1384239

  • Keri Blake

    Keri Blake

    Partner and Financial AdvisorCRD 4605995

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
2827 Peachtree Rd Ne
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth