ARKOS GLOBAL ADVISORS, LLC
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 287466
- Registered since
- April 14, 2017
- Website
- www.arkosglobal.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI80.93%
- Charitable Organizations11.06%
- Individuals8%
- Pension & Profit Sharing Plans0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Arkos Global Advisors, LLC is an independent registered investment adviser organized as an LLC and operating since 2017. The firm positions itself as a capital allocator for both high-net-worth individuals and institutional clients, offering financial planning, discretionary portfolio management for individuals and small businesses, institutional portfolio management, and selection of other advisers. Fee arrangements include percentage-of-AUM billing and fixed fees. The firm does not identify as an active ESG investor. It is owned by a mix of a domestic entity and an individual and lists an accounting affiliation among its industry connections. Arkos indicates it can engage third-party managers when appropriate, consistent with its advisory role that includes selecting other advisers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Exchange Traded Equities16%
- Cash & Cash Equivalents13%
- Private Funds4%
- US Government Bonds1%
Owners & executives
3 of 3Andrew Dowell
Chief Operating OfficerCRD 6733236
Monica Agostinelli
Chief Administrative OfficerCRD 8035753
JEFFREY THOMAS
Founder & CEOCRD 1713517
Contacts
3 of 9Trevor Harris
Business Development SpecialistCRD 7269097
Charles Shiver
Wealth AdvisorCRD 7074602
ETHAN POLLARD
Vice President of Portfolio ManagementCRD 6087598
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 124Active vs passive
$818M in ETFs
95%
$774M
3%
$44.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $107M | 179,883 | 13.14% |
Location
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 3306 Mercer St
- Time zone
- CT (UTC-6)
- Office locations
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