Arkadios Wealth Advisors

RIASEC Registered
Total AUM
$8.8B
Discretionary
$8.8B
100% of AUM
Avg account
$590K
Accounts
14,886
Employees
188
Advisory reps
228

Firm details

Headquarters
Atlanta, Georgia
CRD number
288863
Registered since
July 17, 2017
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

FINTRX

Overview

Arkadios Wealth Advisors is an independent registered investment adviser organized as an LLC and SEC-registered since 2017. The firm serves both individual and family clients as well as institutional accounts, and offers fee arrangements that include a percentage of AUM, hourly fees, and fixed fees. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting. Arkadios reports a broker-dealer affiliation and does not identify itself as a capital allocator. The firm is not an active ESG investor. The firm appears to position itself as a private-wealth platform that supports higher-net-worth households and provides access to non-correlated private offerings via third-party managers and its broader platform. Public materials indicate a start-up origin in 2017 and a focus on independent private-wealth relationships; the firm also operates a managing broker-dealer platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 56%, Public Funds/Mutual Funds 20%, Cash & Cash Equivalents 8%, Other 6%, State & Local Bonds 4%, US Government Bonds 2%, Investment Grade Corp Bonds 2%, Non-Investment Grade Corp Bonds 1%, Derivatives 1%56%
  • Exchange Traded Equities56%
  • Public Funds/Mutual Funds20%
  • Cash & Cash Equivalents8%
  • Other6%
  • State & Local Bonds4%

Owners & executives

3 of 12
  • Luis Aponte

    Luis Aponte

    Co-Founder and Co-Chief Investment OfficerCRD 5659330

  • Chris Albertson

    Chris Albertson

    CEO & FounderCRD 5701594

  • Blayne Andersen

    Blayne Andersen

    Chief Investment OfficerCRD 5727397

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Contacts

3 of 216
  • Michael Belote

    Michael Belote

    PartnerCRD 5642403

  • Scott Sloan

    Scott Sloan

    Financial AdvisorCRD 5673800

  • Frank Hanna

    Frank Hanna

    Private Wealth AdvisorCRD 5736178

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 960

Active vs passive

$4.1B in ETFs

Passive

70%

$2.9B

Active

21%

$1.2B

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$124M166,1773.03%

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