ARKAGOS ADVISORS & ASSET MANAGEMENT, INC.

Overview

Arkagos Advisors & Asset Management, Inc. is an independent registered investment adviser that focuses on serving individuals and families, offering financial planning and portfolio management tailored to smaller private clients and small businesses. The firm shows a clear preference for equity-focused portfolios — most client assets are invested in exchange-traded equities — and runs both discretionary and non-discretionary mandates. Fee arrangements include percentage-of-AUM and fixed-fee models, which supports both ongoing portfolio management relationships and standalone planning engagements. The firm does not operate as a capital allocator or a multi-manager fund sponsor; instead, it complements its equity-dominant strategies with allocations to third-party alternative fund managers when appropriate. That mix suggests a core-satellite approach: liquid equity exposure for core growth and third-party-managed private or illiquid strategies for diversification, income, or return enhancement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices