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Arkos Global Advisors, LLC

Houston, TXSEC-registered investment adviserCRD 287466

Filed as ARKOS GLOBAL ADVISORS, LLC

Arkos Global Advisors, LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 12, 2026.

9 years
registered since 2017
$1,154,934,615
assets under management
2 arrangements
Percentage of assets, Fixed fees
None
disclosure items (Item 11)

Quick answers

From the filing

How is Arkos Global Advisors, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Arkos Global Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

Where is Arkos Global Advisors, LLC located?

Arkos Global Advisors, LLC's principal office is in Houston, TX, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Arkos Global Advisors, LLC registered with the SEC or a state?

Arkos Global Advisors, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 287466.

How much does Arkos Global Advisors, LLC manage?

Arkos Global Advisors, LLC reports $1,154,934,615 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (100% discretionary).

How have Arkos Global Advisors, LLC's assets and staff changed since 2021?

In the Form ADV data for Arkos Global Advisors, LLC: Regulatory assets under management: $485,954,348 in the October 2021 data and $1,154,934,615 in the October 2026 data, up 138%. Total employees: 11 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Arkos Global Advisors, LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (271); high net worth individuals (161); charitable organizations (10).

Which custodians does Arkos Global Advisors, LLC use?

Arkos Global Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

Does Arkos Global Advisors, LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/287466

What changed in Arkos Global Advisors, LLC's recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 14 to 11.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • 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

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated May 12, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$1,154,934,615

$1,154,934,615 as of October 2026, filing dated May 12, 2026.

Discretionary: $1,154,934,615.Non-discretionary: $0.

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

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 271 Assets $92,381,074 (8%)
High net worth individuals
Clients 161 Assets $934,657,826 (81%)
Banking or thrift institutions
Clients Not reported Assets $0 (0%)
Investment companies
Clients Not reported Assets $0 (0%)
Business development companies
Clients Not reported Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients Not reported Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 1 Assets $116,019 (0%)
Charitable organizations
Clients 10 Assets $127,774,469 (11%)
State or municipal government entities (including government pension plans)
Clients Not reported Assets $0 (0%)
Other investment advisers
Clients Not reported Assets $0 (0%)
Insurance companies
Clients Not reported Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients Not reported Assets $0 (0%)
Corporations or other businesses not listed above
Clients 1 Assets $5,227 (0%)

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.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2017 (9 years)
Employees
Total: 17. Performing investment advisory functions: 11.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

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)
1 other office, as of the June 2026 filing
Milton, GA
States registered or notice-filed
14 states or jurisdictions
AZCACOFLGALANCNJNYSCTNTXVAWA

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

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$486M 2021 $686M 2022 $890M 2023 $939M 2024 $1.11B 2025 $1.15B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$1,154,934,61517May 12, 2026
October 2025$1,109,378,00019April 24, 2025
October 2024$939,425,00018March 29, 2024
October 2023$889,566,03216May 19, 2023
October 2022$686,456,42313April 6, 2022
October 2021$485,954,34811August 17, 2021

Regulatory assets under management: $485,954,348 in the October 2021 data and $1,154,934,615 in the October 2026 data, up 138%.

Total employees: 11 in October 2021 and 17 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.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 14 to 11.
  2. January 2026
    • No longer registered or notice-filed in OR.
  3. December 2025
    • Registered or notice-filed in CA, CO, VA.

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

Websites listed on Form ADV

Item 1.I
arkosglobal.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Arkos Global Advisors, LLC (CRD 287466): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/arkos-global-advisors-llc-houston-tx-287466