# Arkadios Wealth Advisors

> Arkadios Wealth Advisors is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2017, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 288863
- Filed as: ARKADIOS WEALTH ADVISORS
- 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)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288863
- AdvisorCensus page: https://advisorcensus.com/firm/arkadios-wealth-advisors-atlanta-ga-288863

## Quick answers

**How is Arkadios Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Arkadios Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Arkadios Wealth Advisors charge?**
Its Form ADV Part 2A brochure dated June 9, 2026 states: Flat fee: $250 to $15,000 (financial planning fees); Hourly rate: $50 to $500 an hour (financial planning /consulting work). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Arkadios Wealth Advisors located?**
Arkadios Wealth Advisors' principal office is in Atlanta, GA, according to its Form ADV; the July 2026 filing also lists 29 other offices (Schedule D, Section 1.F).

**Is Arkadios Wealth Advisors registered with the SEC or a state?**
Arkadios Wealth Advisors is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 288863.

**How much does Arkadios Wealth Advisors manage?**
Arkadios Wealth Advisors reports $8,789,840,262 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).

**How have Arkadios Wealth Advisors' assets and staff changed since 2021?**
In the Form ADV data for Arkadios Wealth Advisors: 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. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Arkadios Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13,556); high net worth individuals (764); corporations or other businesses not listed above (521).

**Which custodians does Arkadios Wealth Advisors use?**
Arkadios Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Arkadios Wealth Advisors report any disciplinary disclosures?**
Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation), 11.D(4) (another regulator's order in the past ten years), 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction), and 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288863

**What changed in Arkadios Wealth Advisors' recent Form ADV filings?**
In the July 2026 filing data: Added the business name Legacy Financial GA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 9, 2026)

- Flat fee: $250 to $15,000 (financial planning fees)

> Financial planning fees will be charged on an agreed fixed fee, ranging from $250 to $15,000, or on an hourly basis, ranging from $50 to $500 per hour, depending on the nature and complexity of each client's circumstances.

- Hourly rate: $50 to $500 an hour (financial planning /consulting work)

> Financial planning fees will be charged on an agreed fixed fee, ranging from $250 to $15,000, or on an hourly basis, ranging from $50 to $500 per hour, depending on the nature and complexity of each client's circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- National 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.

### Regulatory assets under management (Item 5.F)
- Total: $8,789,840,262
- Discretionary: $8,789,840,262
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13,556 | $4,113,560,915 |
| High net worth individuals | 764 | $3,279,368,447 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 29 | $35,005,706 |
| Charitable organizations | 16 | $59,763,905 |
| Corporations or other businesses not listed above | 521 | $1,302,141,289 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2017 (9 years)
- Employees: 188 total, 151 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports 4 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 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. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288863

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Angleton, TX
- Atlanta, GA
- Berwyn, PA
- Birmingham, AL
- Boca Raton, FL
- Charlotte, NC
- Dothan, AL
- Frisco, TX
- Garden City, NY
- Greenwood Village, CO
- Huntsville, AL
- Idaho Falls, ID
- Jacksonville, FL
- Mankato, MN
- McAllen, TX
- Meridian, ID
- Metairie, LA
- Murfreesboro, TN
- Olney, MD
- Raleigh, NC
- Raritan, NJ
- Rehoboth Beach, DE
- Reno, NV
- San Juan, PR
- St. Simons Island, GA
- Vancouver, WA
- Wall, NJ
- Walla Walla, WA
- Wilmington, DE

### Websites listed on Form ADV (Item 1.I)
- arkadioscapital.com
- LinkedIn @arkadios-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $812,840,671 | 64 | May 7, 2021 |
| October 2022 | $1,900,964,107 | 81 | August 15, 2022 |
| October 2023 | $1,757,945,482 | 140 | July 13, 2023 |
| October 2024 | $2,681,123,534 | 153 | July 30, 2024 |
| October 2025 | $3,856,398,203 | 188 | March 31, 2025 |
| October 2026 | $8,789,840,262 | 188 | October 1, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Added the business name Legacy Financial GA.

### 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.

### 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%).

### March 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arkadios Wealth Advisors (CRD 288863): Form ADV filing data as of October 2026.