Arkadios Capital

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
284
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
282710
Registered since
October 17, 2016

Firm profile

FINTRX

Overview

Arkadios Capital is organized as a limited liability company and is classified in FINTRX as an independent broker‑dealer. The firm is SEC‑registered (registration year listed as 2016) and its ownership is identified as a combination of a domestic entity and an individual. FINTRX marks the firm as not acting as a capital allocator and not taking an active ESG investing stance. It is also not listed as a multi‑state adviser, not a pension consultant, and not a related adviser. The snapshot provides limited detail about the firm’s advisory services, fee arrangements, or target client segments; those items were not disclosed in the FINTRX record used here.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 16
  • Christopher Gee

    Christopher Gee

    Partner, Chief Investment OfficerCRD 5992922

  • Joseph Nugent

    Joseph Nugent

    Chief Executive OfficerCRD 4019776

  • Stanton Wheeler

    Stanton Wheeler

    Founder, Chief Executive OfficerCRD 6314499

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Contacts

3 of 267
  • Charles Walling

    Charles Walling

    Private Wealth DirectorCRD 6212742

  • Steven Lichtblau

    Steven Lichtblau

    Private Wealth Managing DirectorCRD 1384239

  • Keri Blake

    Keri Blake

    Partner and Financial AdvisorCRD 4605995

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

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