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
224

Firm details

Headquarters
Atlanta, Georgia
CRD number
288863
Registered since
July 17, 2017
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 RIA organized as an LLC and SEC-registered since 2017. The firm serves individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its advisory fees are a mix of percentage-of-AUM, hourly, and fixed-fee engagements. The firm operates as part of a broader broker-dealer platform and emphasizes a private-wealth orientation geared toward high-net-worth households. Arkadios positions itself to provide access to non-correlated private offerings through third-party managers and has recently expanded platform capabilities, including launching a managing broker-dealer. The company is privately held and not backed by private equity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 56%, Public Funds/Mutual Funds 20%, Cash & Cash Equivalents 8%, Other 6%, State & Local Bonds 4%, US Government Bonds 2%, Investment Grade Corp Bonds 2%, Non-Investment Grade Corp Bonds 1%, Derivatives 1%56%
  • Exchange Traded Equities56%
  • Public Funds/Mutual Funds20%
  • Cash & Cash Equivalents8%
  • Other6%
  • State & Local Bonds4%

Owners & executives

3 of 13
  • JEREMIE BERRETT

    Chief Planning OfficerCRD 6402096

  • Stanton Wheeler

    Chief Executive OfficerCRD 6314499

  • CHRISTOPHER GEE

    Partner, Chief Investment OfficerCRD 5992922

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Contacts

3 of 211
  • WILLIAM HASKINS

    Partner, Wealth Management AdvisorCRD 3039102

  • GERALD GARNER

    Co-Founder, Wealth ManagerCRD 3129769

  • David Hyman

    Vice PresidentCRD 5843635

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Wealth teams

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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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ETF holdings

1 of 944

Active vs passive

$3.9B in ETFs

Passive

67%

$2.6B

Active

27%

$1.3B

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$107M163,6122.71%

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