Arkadios Wealth Advisors

RIASEC Registered

Total AUM

$8.8B

Discretionary

$8.8B

100% of AUM

Avg account

$590K

Accounts

14,886

Employees

188

Advisory reps

238

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 registered investment adviser organized as an LLC. The firm is SEC-registered (2017) and offers financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Its client mix includes individual and family households as well as institutional accounts. Arkadios bills on a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and maintains an affiliation with a broker-dealer; the firm recently launched its own managing broker-dealer, RCAP Markets. Founded in 2017 as a startup, the firm emphasizes a platform for private-wealth clients and positions itself to provide access to non-correlated private offerings alongside traditional advisory services. Arkadios does not identify as an active ESG investor and does not operate as a capital allocator.