ARKELL ASSET MANAGEMENT, LLC

Overview

Arkell Asset Management, LLC is an independent, owner-operated registered investment adviser that focuses on providing financial planning and portfolio management to individuals and small businesses. The firm runs discretionary portfolios and charges clients a mix of percentage-of-AUM fees and hourly fees for planning work. Investment activity centers on public pooled vehicles—mutual funds and other public funds—used as the core building blocks of client portfolios, supplemented by fixed-income allocations and selected alternative exposures. The firm does not position itself as an ESG-driven manager and appears structured to deliver personalized advisory relationships rather than large-scale institutional solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices