Arkadios Wealth Advisors

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

See the firm's brochure (dated June 9, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$8,789,840,262 as of October 2026, filing dated October 1, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Pension consulting services

Legal name

Arkadios Wealth Advisors LLC

Also doing business as

1031 SOLUTIONS, AIM ADVISERS, AKERS FINANCIAL GROUP, BANDER WEALTH MANAGEMENT, BLUECHIP WEALTH ADVISORS, BOB BURKE FINANCIAL SERVICES, CLOVER CAPITAL PARTNERS, COMPASS FINANCIAL SERVICES, CORBET CAPITAL, CREATIVE CAPITAL WEALTH MANAGEMENT, DOWNEAST PRIVATE WEALTH, EXCLUSIVE ADVISORS LLC, EXCLUSIVE FINANCIAL RESOURCES, FORESIGHT FINANCIAL PARTNERS, G.L. SMITH AND ASSOCIATES, GREGG LENTZ & ASSOCIATES, GULF COAST WEALTH MANAGEMENT, HERITAGE PENSION ADVISORS, INTEGRITY FINANCIAL, KEYSTONE CAPITAL PARTNERS GROUP, KG WEALTH, KINSHIP WEALTH PARTNERS, KLESTINSKI RAPP MARMITT INVESTMENT COUNSEL, LCG WEALTH MANAGEMENT, LEGACY FINANCIAL GA, LEGACY INVESTMENT STRATEGIES, LLC, MATRIX WEALTH MANAGEMENT, MCFARLIN CAPITAL, LLC, MONARCH CAPITAL ADVISORS, MONOGRAM WEALTH PARTNERS, MOORE INVESTED, NGC GLOBAL WEALTH MANAGEMENT, OAK FINANCIAL ADVISORS, PARRY FINANCIAL ADVISORS, PEAK RETIREMENT GROUP, PERSONAL PORTFOLIOS, PIEDMONT WEALTH PARTNERS, PRESERVATION SPECIALISTS, LLC, PROXIMITY FINANCIAL PARTNERS, RBG CAPITAL, RESOURCE INVESTMENT ARCHITECTS, REVOLUTION X, RIVERTAN FINANCIAL, SECURA WEALTH MANAGEMENT, SELECT WEALTH ADVISORS LLC, SHEPPARD MOSHER WEALTH MANAGEMENT, SINCLAIR FINANCIAL, SOUTHPARK CAPITAL, SR BROWN FINANCIAL SERVICES, STEWARDSHIP WEALTH MANAGEMENT, STRIVE FINANCIAL, TBAER WEALTH MANAGEMENT, TELOS PRIVATE WEALTH, TEXAS REGIONAL BANK, THE OAK FINANCIAL GROUP, THOMPSON/PRATT CAPITAL MANAGEMENT LLC, TNT FINANCIAL SERVICES, LLC, TUCKER INVESTMENT COUNSEL, WEALTH ARCHITECTS, INC., WEALTHSTONE GROUP, WEBB GARNER, WHEELER WEALTH, WHITESTONE WEALTH MANAGEMENT, ZIMCO CAPITAL

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2017 (9 years)

Employees

Total: 188. Performing investment advisory functions: 151.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Fidelity Brokerage Services LLCNational Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

29 other offices, as of the July 2026 filing

Angleton, TXAtlanta, GABerwyn, PABirmingham, ALBoca Raton, FLCharlotte, NCDothan, ALFrisco, TXGarden City, NYGreenwood Village, COHuntsville, ALIdaho Falls, IDJacksonville, FLMankato, MNMcAllen, TXMeridian, IDMetairie, LAMurfreesboro, TNOlney, MDRaleigh, NCRaritan, NJRehoboth Beach, DEReno, NVSan Juan, PRSt. Simons Island, GAVancouver, WAWall, NJWalla Walla, WAWilmington, DE

States registered or notice-filed

52 states or jurisdictions

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

4 Reports 4 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

• 11.D(2) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
• 11.D(4) In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
• 11.D(5) Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?
• 11.E(2) Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $812,840,671 in the October 2021 data and $8,789,840,262 in the October 2026 data, up 981%.

Total employees: 64 in October 2021 and 188 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. July 2026
   • Added the business name Legacy Financial GA.
2. June 2026
   • Added the business name Telos Private Wealth.
   • Added the business name Monogram Wealth Partners.
   • Added the business name Legacy Investment Strategies, LLC.
   • Added the business name LCG Wealth Management.
   • Added the business name Compass Financial Services.
   • Added an office in Atlanta, GA.
   • Added an office in Birmingham, AL.
   • Added an office in Dothan, AL.
   • Added an office in Garden City, NY.
   • Added an office in Metairie, LA.
   • Added an office in Walla Walla, WA.
3. April 2026
   • No longer lists the business name East Paces Group.
   • Item 11 disclosure answers changed: 4 yes answers, previously 3 (now yes: 11.E(2)).
   • Regulatory assets under management went from $3,856,398,203 to $8,789,840,262 (+128%).
4. March 2026
   • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.