ARKIN FINANCIAL ADVISORS, LLC

RIASEC Registered
Total AUM
$75.2M
Discretionary
$75.2M
100% of AUM
Avg account
$1M
Accounts
73
Employees
1
Advisory reps
1

Firm details

Headquarters
SAVANNAH, Georgia
CRD number
166313
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 68%, Exchange Traded Equities 14%, Cash & Cash Equivalents 11%, US Government Bonds 3%, State & Local Bonds 3%68%
  • Public Funds/Mutual Funds68%
  • Exchange Traded Equities14%
  • Cash & Cash Equivalents11%
  • US Government Bonds3%
  • State & Local Bonds3%

Contacts

1 of 1
  • STEVEN ARKIN

    ShareholderCRD 6141908

Wealth teams

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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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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth