# Arkagos Advisors & Asset Management, Inc.

> Arkagos Advisors & Asset Management, Inc. is a state-registered investment advisory firm in Alexandria, VA, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 315366
- Filed as: ARKAGOS ADVISORS & ASSET MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Alexandria, VA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315366
- AdvisorCensus page: https://advisorcensus.com/firm/arkagos-advisors-and-asset-management-inc-alexandria-va-315366

## Quick answers

**How is Arkagos Advisors & Asset Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Arkagos Advisors & Asset Management, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Arkagos Advisors & Asset Management, Inc. located?**
Arkagos Advisors & Asset Management, Inc.'s principal office is in Alexandria, VA, according to its Form ADV.

**Is Arkagos Advisors & Asset Management, Inc. registered with the SEC or a state?**
Arkagos Advisors & Asset Management, Inc. is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 315366.

**How much does Arkagos Advisors & Asset Management, Inc. manage?**
Arkagos Advisors & Asset Management, Inc. reports $64,506,372 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (68% discretionary).

**What types of clients does Arkagos Advisors & Asset Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (56); high net worth individuals (56).

**Does Arkagos Advisors & Asset Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/315366

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $64,506,372
- Discretionary: $43,939,664
- Non-discretionary: $20,566,708

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 56 | $9,258,101 |
| High net worth individuals | 56 | $55,248,271 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MD, NC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [arkagosadvisors.com](https://arkagosadvisors.com)
- LinkedIn @104561750
- LinkedIn @paulapass

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arkagos Advisors & Asset Management, Inc. (CRD 315366): Form ADV filing data as of October 2026.