Arkadios Wealth Advisors

RIASEC RegisteredEst. 2017

Total AUM

$8.8B

Discretionary

$8.8B

100% of AUM

Avg account

$590K

Accounts

14,886

Employees

188

Advisory reps

221

Firm details

Headquarters: Atlanta, Georgia
CRD number: 288863
Registered since: July 17, 2017
Website: arkadios.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals46.8%
HNWI37.31%
Corporations / Businesses14.81%
Charitable Organizations0.68%
Pension & Profit Sharing Plans0.4%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Arkadios Wealth Advisors is an independent, SEC-registered registered investment adviser that began operations in 2017. The firm serves both individual and family clients as well as institutional accounts and provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Its compensation model includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Arkadios is not identified as an active ESG investor and is structured as a limited liability company with domestic entity and individual ownership. The firm also maintains a broker-dealer affiliation. The organization started as a zero-assets startup and has expanded rapidly; firm materials highlight a platform focused on high-net-worth private wealth management and a suite of private, non-correlated offerings. Recent platform developments include the launch of a managing broker-dealer (RCAP Markets) and an emphasis on supporting teams that typically manage multiple-hundred-million-dollar books.