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
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 organized as an LLC and operating since 2017. The firm positions itself as a capital allocator for both high-net-worth individuals and institutional clients, offering financial planning, discretionary portfolio management for individuals and small businesses, institutional portfolio management, and selection of other advisers. Fee arrangements include percentage-of-AUM billing and fixed fees. The firm does not identify as an active ESG investor. It is owned by a mix of a domestic entity and an individual and lists an accounting affiliation among its industry connections. Arkos indicates it can engage third-party managers when appropriate, consistent with its advisory role that includes selecting other advisers.

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 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

    Chief Operating OfficerCRD 6733236

  • Monica Agostinelli

    Chief Administrative OfficerCRD 8035753

  • JEFFREY THOMAS

    Founder & CEOCRD 1713517

Contacts

3 of 9
  • Trevor Harris

    Business Development SpecialistCRD 7269097

  • Charles Shiver

    Wealth AdvisorCRD 7074602

  • ETHAN POLLARD

    Vice President of Portfolio ManagementCRD 6087598

Unlock 6 more contacts

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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ETF holdings

1 of 124

Active vs passive

$818M in ETFs

Passive

95%

$774M

Active

3%

$44.2M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$107M179,88313.14%

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