Arkos Global Advisors, LLC

RIASEC RegisteredEst. 2017
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$2.6M
Accounts
444
Employees
17
Advisory reps
12

Firm details

Headquarters
Houston, Texas
CRD number
287466
Registered since
April 14, 2017
Website
www.arkosglobal.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI80.93%
  • Charitable Organizations11.06%
  • Individuals8%
  • Pension & Profit Sharing Plans0.01%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Arkos Global Advisors, LLC is an independent registered investment adviser that began SEC registration in 2017 and operates as an LLC. The firm acts as a capital allocator for both individual/family and institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, and manager selection services. Its fee arrangements include AUM-based fees as well as fixed fees. Arkos is not identified as an active ESG investor, and its stated industry affiliation includes accountancy relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 65%, Exchange Traded Equities 16%, Cash & Cash Equivalents 13%, Private Funds 4%, US Government Bonds 1%, State & Local Bonds 1%65%
  • Public Funds/Mutual Funds65%
  • Exchange Traded Equities16%
  • Cash & Cash Equivalents13%
  • Private Funds4%
  • US Government Bonds1%

Owners & executives

3 of 3
  • Andrew Dowell

    Andrew Dowell

    Chief Operating OfficerCRD 6733236

  • Monica Agostinelli

    Chief Administrative OfficerCRD 8035753

  • Jeffrey Thomas

    Jeffrey Thomas

    Founder & CEOCRD 1713517

Contacts

3 of 9
  • Trevor Harris

    Trevor Harris

    Business Development SpecialistCRD 7269097

  • Charles Shiver

    Charles Shiver

    Wealth AdvisorCRD 7074602

  • Ethan Pollard

    Ethan Pollard

    Vice President of Portfolio ManagementCRD 6087598

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 85

Active vs passive

$874M in ETFs

Passive

95%

$827M

Active

3%

$47.2M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$123M179,47114.10%
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Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
3306 Mercer St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth