ARKADIOS CAPITAL

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
286
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 identified as an independent broker-dealer. The firm appears to have established SEC registration in 2016. Ownership is listed as a mix of a domestic entity and an individual, and the available data positions the organization on the broker-dealer side of the market rather than as a multi-state advisory firm or a capital allocator. The firm is not flagged as an active ESG investor, and it does not identify itself as a pension consultant or a related adviser. Little information about specific advisory or brokerage business lines, client segments, or fee structures was provided.

Investments & Alternatives

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 17
  • JEREMIE BERRETT

    Chief Planning OfficerCRD 6402096

  • CHRISTOPHER GEE

    Partner, Chief Investment OfficerCRD 5992922

  • JOSEPH NUGENT

    Chief Executive OfficerCRD 4019776

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Contacts

3 of 269
  • CHARLES WALLING

    Private Wealth DirectorCRD 6212742

  • STEVEN LICHTBLAU

    Private Wealth Managing DirectorCRD 1384239

  • Keri Blake

    Partner and Financial AdvisorCRD 4605995

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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