# 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.

- CRD: 287466
- Filed as: ARKOS GLOBAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: May 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/287466
- AdvisorCensus page: https://advisorcensus.com/firm/arkos-global-advisors-llc-houston-tx-287466

## Quick answers

**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

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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

### Clients (Item 5.D)

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

### 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)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 17 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, LA, NC, NJ, NY, SC, TN, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Milton, GA

### Websites listed on Form ADV (Item 1.I)
- arkosglobal.com
- Facebook @ARKOSGLOBAL
- Instagram @arkosglobaladvisors
- LinkedIn @arkosglobaladvisors
- X @ArkosGlobalAdv
- YouTube @UCk4Xn0mHquiecy0xkVXmo8A

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $485,954,348 | 11 | August 17, 2021 |
| October 2022 | $686,456,423 | 13 | April 6, 2022 |
| October 2023 | $889,566,032 | 16 | May 19, 2023 |
| October 2024 | $939,425,000 | 18 | March 29, 2024 |
| October 2025 | $1,109,378,000 | 19 | April 24, 2025 |
| October 2026 | $1,154,934,615 | 17 | May 12, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 14 to 11.

### January 2026
- No longer registered or notice-filed in OR.

### December 2025
- Registered or notice-filed in CA, CO, VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arkos Global Advisors, LLC (CRD 287466): Form ADV filing data as of October 2026.