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| Arkadios Wealth Advisors LLC
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| |
|---|---|
| CRD # | 288863 |
| SEC # | 801-110833 |
| CIK # | 0001800798 |
| AUM | $2.7 BB (2024-07-30) |
| Employees | 153 (90% Investors, 73% Brokers) |
| Phone | 404-445-0035 |
| Address | 2827 Peachtree Rd Ne, Suite 510 Atlanta, GA 30305 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.1 | |
| NVDA | 399.6 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| META | 434.9 | 0.0 | |
| JNJ | 465.6 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| WMT | 335.4 | 0.0 | |
| CVX | 294.6 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8,931 | 1.4 |
| (b) Individuals (high net worth individuals) | 442 | 1.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 289 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 2.7 |
| By Discretionary | ||
| Discretionary | 1 | 2.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 1 | 2.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001800798] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ancora Family Wealth Advisors LLC
✚
|
OH | 2.7 |
|
Steele Capital Management Inc
✚
|
IA | 2.7 |
|
The Roosevelt Investment Group LLC
✚
|
NY | 2.7 |
|
The Burney Company
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|
VA | 2.7 |
|
New England Private Wealth Advisors LLC
✚
|
MA | 2.7 |
|
Sol Capital Management Co
✚
|
MD | 2.7 |
|
Globalt Investments LLC
✚
|
GA | 2.7 |
|
Equity Investment Corporation
✚
|
GA | 2.7 |
|
Sagewood Asset Management LP
✚
|
NY | 2.6 |
|
Apexium Financial LP
✚
|
TX | 2.6 |