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

228

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 and SEC-registered since 2017. The firm serves both individual and family clients as well as institutional accounts, and offers fee arrangements that include a percentage of AUM, hourly fees, and fixed fees. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting. Arkadios reports a broker-dealer affiliation and does not identify itself as a capital allocator. The firm is not an active ESG investor. The firm appears to position itself as a private-wealth platform that supports higher-net-worth households and provides access to non-correlated private offerings via third-party managers and its broader platform. Public materials indicate a start-up origin in 2017 and a focus on independent private-wealth relationships; the firm also operates a managing broker-dealer platform.