|
⚲
|
| Arkadios Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 288863 |
| SEC # | 801-110833 |
| CIK # | 0001800798 |
| AUM | $1.8 BB (2023-03-28) |
| Employees | 81 (81% Investors, 88% Brokers) |
| Phone | 404-445-0035 |
| Address | 309 East Paces Ferry Road, Atlanta, GA 30305 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| GNTY | 0.4 | 0.0 | |
| JNJ | 465.6 | 0.0 | |
| HD | 277.6 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| WMT | 335.4 | 0.0 | |
| JPM | 340.2 | 0.0 |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,402 | 1,081.8 |
| (b) Individuals (high net worth individuals) | 319 | 617.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 214 | 41.4 |
| (h) Charitable organizations | 0 | 3.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 246 | 157.3 |
| (n) Other | 0 | 0.0 |
| Total | 8,185 | 1,901.0 |
| By Discretionary | ||
| Discretionary | 8,185 | 1,901.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8,185 | 1,901.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,901.0 | |
| Total | 8,185 | 1,901.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001800798] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Heronbridge Investment Management LLP
✚
|
1.8 | |
|
Deroy & Devereaux Private Investment Counsel Inc
✚
|
MI | 1.8 |
|
Redwood Investments LLC
✚
|
MA | 1.8 |
|
Washington Trust Advisors Inc
✚
|
MA | 1.8 |
|
Icon Wealth Advisors LLC
✚
|
TX | 1.8 |
|
JAG Capital Management LLC
✚
|
MO | 1.8 |
|
Arbion Limited
✚
|
1.8 | |
|
The Edgar Lomax Company
✚
|
VA | 1.8 |
|
Compass Capital Management Inc
✚
|
MN | 1.8 |
|
John F Suby Wealth Management LLC
✚
|
WI | 1.8 |