ARKADIOS WEALTH ADVISORS
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
FINTRXOverview
Arkadios Wealth Advisors is an independent RIA organized as an LLC and SEC-registered since 2017. The firm serves individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its advisory fees are a mix of percentage-of-AUM, hourly, and fixed-fee engagements. The firm operates as part of a broader broker-dealer platform and emphasizes a private-wealth orientation geared toward high-net-worth households. Arkadios positions itself to provide access to non-correlated private offerings through third-party managers and has recently expanded platform capabilities, including launching a managing broker-dealer. The company is privately held and not backed by private equity.
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
- Exchange Traded Equities56%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents8%
- Other6%
- State & Local Bonds4%
Owners & executives
3 of 13JEREMIE BERRETT
Chief Planning OfficerCRD 6402096
Stanton Wheeler
Chief Executive OfficerCRD 6314499
CHRISTOPHER GEE
Partner, Chief Investment OfficerCRD 5992922
Contacts
3 of 211WILLIAM HASKINS
Partner, Wealth Management AdvisorCRD 3039102
GERALD GARNER
Co-Founder, Wealth ManagerCRD 3129769
David Hyman
Vice PresidentCRD 5843635
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 944Active vs passive
$3.9B in ETFs
67%
$2.6B
27%
$1.3B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $107M | 163,612 | 2.71% |
Location
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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