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Arkadios Wealth Advisors

Wealth managementRIA

Atlanta, GACRD 288863Updated

Arkadios Wealth Advisors is an investment adviser based in Atlanta, GA, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $8.79 billion, as filed on 1 October 2026.

$8.79B
AUM
14.9K
Clients
$516K
AUM per individual client
151
Advisory staff
105
Offices
1.50–2.00%
Annual fee

From Form ADV filed 1 October 2026SEC record

Services and clients

Arkadios Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 101–250 clients last fiscal year.

Arkadios Wealth Advisors reports 14,886 clients. They include 13,556 individual clients, 764 high-net-worth individuals, and 521 corporations and other businesses. Of its assets, 100.0% ($8.79B across 14,886 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $2.97B.

Clients and assets by client type
Clients14,886 clients
Assets$8.79B
Share of clients and assets by client type
Client typeClientsAssets
Individuals (other than HNW)91%47%
High-net-worth individuals5%37%
Pension and profit-sharing plans<1%<1%
Charitable organizations<1%<1%
Corporations and other businesses3%15%
Client breakdown and activity details
Individuals (other than HNW)
Clients
13,556
Regulatory AUM
$4.11B
AUM share
46.8%
Avg. per client
$303K
High-net-worth individuals
Clients
764
Regulatory AUM
$3.28B
AUM share
37.3%
Avg. per client
$4.29M
Pension and profit-sharing plans
Clients
29
Regulatory AUM
$35M
AUM share
0.4%
Avg. per client
$1.21M
Charitable organizations
Clients
16
Regulatory AUM
$59.8M
AUM share
0.7%
Avg. per client
$3.74M
Corporations and other businesses
Clients
521
Regulatory AUM
$1.3B
AUM share
14.8%
Avg. per client
$2.5M

Total

Clients
14,886
Regulatory AUM
$8.79B
AUM share
100%
Avg. per client
$590K
Clients outside the U.S.
0%
Clients advised without assets under management last fiscal year
0
Private funds advised
0
Financial planning clients last fiscal year
101–250

Arkadios Wealth Advisors fees and minimums

Arkadios Wealth Advisors charges 1.50%–2.00% a year for its Advisor Managed Accounts (Crest). The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.

Fee details and sources

Other fees

Financial Planning and Consulting
Agreed fixed fee from $250 to $15,000, or hourly from $50 to $500 an hour; an estimate is given in advance, and up to 50% may be due on signing.

Who owns Arkadios Wealth Advisors

Arkadios Holdings owns 75% or more of Arkadios Wealth Advisors and is in turn owned by David Millican (75% or more). The leadership team of Arkadios Wealth Advisors includes Chief Compliance Officer Max McComb. It has 188 employees, 151 of them in advisory roles.

Leadership

Investment adviser representatives

224 representatives listed in the SEC register as of 9 October 2026.

  • Maurice James Acriche
  • Paulo M Aguilar
  • Brian Alan Akers
  • Jeffery Larry Akers
  • Noah Daniel Akers
  • Chris R. Albertson
  • Blayne Allen Andersen
  • Luis De Jesus Aponte
  • Victoria Arguello Solorzano
  • Casey Arundel
  • Randolph Bernard Autrey
  • Michael R Baer

Staff

  • 188 employees
  • 151 in advisory functions
  • 60 state-registered reps
  • 112 broker-dealer reps
  • 114 insurance agents
Ownership chain
Arkadios Wealth Advisors LLC· the adviser

  • Arkadios Holdings

    Control person · since June 2017

    Owns 75% or more of Arkadios Wealth Advisors LLC

    • David Millican

      Control person · since June 2017

      Owns 75% or more of Arkadios Holdings

Growth and acquisitions

Arkadios Wealth Advisors’ regulatory assets grew 10.8× from $813M (May 2021) to $8.79B (October 2026); clients rose from 2,917 to 14,886 and employees from 64 to 188.

By annual filing
Measure
Figures from each annual filing
Arkadios Wealth Advisors figures from each annual Form ADV filing
FiledRegulatory AUMClientsEmployeesOffices
October 2026$8.79B14,886188105
March 2025$3.86B12,09118865
July 2024$2.68B9,66215345
July 2023$1.76B8,78214048
May 2022$1.9B8,1818141
May 2021$813M2,9176422

Offices and registration details

Besides its headquarters, Arkadios Wealth Advisors has 104 offices (2 private residences, listed without an address), with 30 listed addresses across 18 states.

Listed office addresses by state

Georgia · 3 listed addresses

  • 2827 Peachtree RD Ne, Suite 510, AtlantaHQ
  • 1700 Frederica Road, Suite 201, St. Simons Island
  • 2 Ravinia Drive Ne, Atlanta

Other business names

Arkadios Wealth Advisors has reported 64 other business names to the SEC.

  • 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
Show all 64 names
  • Exclusive Financial Resources
  • Foresight Financial Partners
  • G.L. Smith and Associates
  • Gregg Lentz & Associates
  • Gulf Coast Wealth Management
  • Heritage Pension Advisors
  • Integrity Financial
  • KG Wealth
  • Keystone Capital Partners Group
  • 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
  • SR Brown Financial Services
  • Secura Wealth Management
  • Select Wealth Advisors LLC
  • Sheppard Mosher Wealth Management
  • Sinclair Financial
  • Southpark Capital
  • Stewardship Wealth Management
  • Strive Financial
  • TNT Financial Services, LLC
  • Tbaer Wealth Management
  • Telos Private Wealth
  • Texas Regional Bank
  • The Oak Financial Group
  • Thompson/Pratt Capital Management LLC
  • Tucker Investment Counsel
  • Wealth Architects, Inc.
  • Wealthstone Group
  • Webb Garner
  • Wheeler Wealth
  • Whitestone Wealth Management
  • Zimco Capital

Contact and registration details

Legal name
Arkadios Wealth Advisors LLC
Headquarters
2827 Peachtree RD Ne, Suite 510, Atlanta, GA 30305
Website
arkadios.com
Phone
404-445-0035
LinkedIn
@arkadios-capital
SEC file
801-110833
Structure
Georgia LLC
Fiscal year end
December

Custodians

Arkadios Wealth Advisors uses Fidelity ($5.62B, 64%), Fidelity ($1.69B, 19%) and Charles Schwab ($1.44B, 16%) as custodians for its separately managed accounts. Arkadios Wealth Advisors does not have custody of client assets.

Reported separately managed account assets by custodian
$8.75B
named custodians
  • FidelityFidelity Brokerage Services LLC · Smithfield, RI · $1.69B19%
  • FidelityNational Financial Services LLC · Boston, MA · $5.62B64%
  • Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $1.44B16%

Investments and reported holdings

At year end, Arkadios Wealth Advisors’ separately managed accounts were mostly in stocks (56%) and funds (20%). Its reported 13F holdings for the quarter ended 30 June 2026 total $6.6B across 1,765 positions; the largest are Apple Inc. (3.0%), Nvidia Corporation (2.6%) and iShares Core S&P 500 ETF (1.9%).

What the accounts hold

Separately managed account assets by class, year end
  • Stocks56%
  • Funds20%
  • Bonds9%
    • State and local bonds4%
    • U.S. government and agency bonds2%
    • Investment grade corporate bonds2%
    • High-yield corporate bonds1%
  • Cash8%
  • Other7%
    • Adrs, alternative investments, annuities, mbs, and preferreds6%
    • Derivatives1%

Reported 13F holdings

$6.6B
Reported 13F value
1,765
Positions
15.9%
In the 10 largest
+7.8%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. Apple Inc.3.0%
  2. Nvidia Corporation2.6%
  3. iShares Core S&P 500 ETFETF1.9%
  4. Amazon Com Inc.1.4%
  5. Microsoft Corp.1.4%
  6. Alphabet Inc. Cap Stk CL A1.4%
  7. iShares S&P 500 Growth ETFETF1.2%
  8. State Street SPDR S&P 500 ETFETF1.1%
  9. JPMORGAN Chase & CO1.0%
  10. Invesco Qqq Trust Series IETF1.0%

Together, the ten largest are 15.9% of reported value.

The 50 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 10 August 2026

Common questions

How many clients does Arkadios Wealth Advisors have?

Arkadios Wealth Advisors has 14,886 clients and manages $8.79 billion for them, as of October 2026. They include 13,556 individual clients, 764 high-net-worth individuals, and 521 corporations and other businesses.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 October 2026

What services does Arkadios Wealth Advisors offer?

Arkadios Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How much does Arkadios Wealth Advisors charge?

Arkadios Wealth Advisors charges 1.50%–2.00% a year for its Advisor Managed Accounts (Crest). The fee is billed in advance and is negotiable.

Source: ADV PART 2A, filed 9 June 2026

Which custodians does Arkadios Wealth Advisors use?

Arkadios Wealth Advisors’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $5.62B, Fidelity Brokerage Services LLC (Smithfield, RI), with $1.69B and Charles Schwab & Co., Inc. (Omaha, NE), with $1.44B. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 October 2026

How many financial advisors does Arkadios Wealth Advisors have?

Arkadios Wealth Advisors has 60 investment adviser representatives registered with state securities authorities, out of 188 employees, and 151 perform investment advisory functions. 112 employees are registered representatives of a broker-dealer and 114 employees are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Arkadios Wealth Advisors invest in?

At the end of its last fiscal year, Arkadios Wealth Advisors’ separately managed accounts held 56% exchange-traded equities, 20% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents, 6% other, 4% state and local bonds, 2% U.S. government and agency bonds, 2% investment grade corporate bonds, 1% high-yield corporate bonds and 1% derivatives. The 6% other category is described as: Adrs, Alternative Investments, Annuities, MBS, and Preferreds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Arkadios Wealth Advisors?

Arkadios Wealth Advisors is owned through a holding company by David Millican. Its direct owner is Arkadios Holdings (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 1 October 2026

How does Arkadios Wealth Advisors get paid?

Arkadios Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Is Arkadios Wealth Advisors registered with the SEC?

Yes, Arkadios Wealth Advisors has been registered with the SEC as an investment adviser since 17 July 2017. Its CRD number is 288863 and its SEC file number is 801-110833.

Source: Form ADV Part 1A, Item 1, filed 1 October 2026; IAPD firm record

How do I contact Arkadios Wealth Advisors?

Arkadios Wealth Advisors’ main office is at 2827 Peachtree RD Ne, Suite 510, Atlanta, GA 30305. Its phone number is 404-445-0035. Its website is arkadios.com.

Source: Form ADV Part 1A, Item 1.F, filed 1 October 2026

Sources and methodology

  1. Form ADV Part 1A, amendment filed 1 October 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. ADV PART 2A, submitted 9 June 2026.
  3. SEC-filed document.
  4. IAPD firm record, CRD 288863.
  5. SEC registered adviser data, annual Form ADV amendments filed 7 May 2021 to 1 October 2026. Items 1.F and 5.
  6. SEC investment adviser representative register, as of 9 October 2026; loaded 10 October 2026.
  7. Form 13F-HR, filed 10 August 2026 for the quarter ended 30 June 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since. Disciplinary history is not yet shown here. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.

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