Arkadios Wealth Advisors

Overview

Arkadios Wealth Advisors is an independent SEC-registered advisory firm formed in 2017. It serves both individual & family clients and institutional accounts, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm operates on a mix of fee models (percentage of assets under management, hourly fees, and fixed fees) and positions itself as a private-wealth platform that supports high-net-worth households and teams of advisors. The firm has grown rapidly from a zero-assets startup into a multi-state practice and maintains an affiliation with a broker-dealer function; it has also launched its own managing broker-dealer (RCAP Markets). Arkadios describes a platform approach that includes broad access to non-correlated private offerings intended for HNW clients and teams averaging roughly $225 million in assets under management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices