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| Happy Holidays!! thanks for using AUM13F!! |
| Arkos Global Advisors LLC
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| CRD # | 287466 |
| SEC # | 801-110406 |
| CIK # | 0001769089 |
| AUM | $1.1 B (2025-04-24) |
| Employees | 19 (74% Investors, 0% Brokers) |
| Phone | 346-352-2360 |
| Address | 4400 Post Oak Pkwy Houston, TX 77027 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Philip Morris International Inc | 0.5 | ||
| Duke Energy Corp | 0.4 | ||
| Coca Cola Co | 0.4 | ||
| Facebook Inc | 0.4 | ||
| Southern Co | 0.4 | ||
| Enterprise Products Partners L P | 0.4 | ||
| Dominion Resources Inc /VA/ | 0.4 | ||
| Home Depot Inc | 0.4 | ||
| Nuveen Municipal High Income Opportunity Fund | 0.4 | ||
| Cummins Inc | 0.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 271 | 93.7 |
| (b) Individuals (high net worth individuals) | 138 | 812.5 |
| (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 | 6 | 196.6 |
| (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 | 3 | 6.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,229 | 1,109.4 |
| By Discretionary | ||
| Discretionary | 1,229 | 1,109.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,229 | 1,109.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,109.4 | |
| Total | 1,229 | 1,109.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001769089] |
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