ARKIN FINANCIAL ADVISORS, LLC
Firm details
- Headquarters
- SAVANNAH, Georgia
- CRD number
- 166313
- Website
- www.arkinfa.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.93%
- Pension & Profit Sharing Plans8.3%
- Individuals1.77%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Arkin Financial Advisors, LLC is a small, fee-based advisory firm that manages discretionary portfolios for individual and family clients. The firm operates as a capital allocator, combining core public-market pooled vehicles with selective allocations to third-party managers and private deals. Service offerings include ongoing portfolio management for individuals and small businesses, pension consulting work and the selection of external advisers when specialized expertise is required. The firm charges clients on a percentage-of-assets-under-management basis and does not list an ESG-investing mandate. Investment style appears pragmatic and diversified: the firm leans on mutual funds and other public pooled funds for the bulk of client exposure while supplementing portfolios with private placements and real estate investments where appropriate. That mix suggests a preference for delegated manager relationships for core market exposure and selective use of alternatives to pursue income, illiquidity premium or non-correlated returns.
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
- Public Funds/Mutual Funds68%
- Exchange Traded Equities14%
- Cash & Cash Equivalents11%
- US Government Bonds3%
- State & Local Bonds3%
Contacts
1 of 1STEVEN ARKIN
ShareholderCRD 6141908
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAVANNAH, GA
CHATHAM
Location
SAVANNAH, GA
Headquartered in SAVANNAH, GA, anchoring the Savannah-Hinesville-Statesboro, GA metro in the South.
- Metro area
- Savannah-Hinesville-Statesboro, GA
- Region
- South
- County
- CHATHAM
- Address
- 345 Commercial Dr
- Time zone
- ET (UTC-5)
- Office locations
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