Arkos Global Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Arkos Global Advisors LLC
CRD #287466
SEC #801-110406
CIK #0001769089
AUM 1,154.9 M (2026-05-12)
Employees 17 (65% Investors, 0% Brokers)
Phone346-352-2360
Address4400 Post Oak Pkwy
Houston, TX 77027
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
120096072048024002010201520212027
Sector Form 13F Holdings Value ($M)
Energy Transfer Equity LP 0.0
Ford Motor Co 0.0
Nuveen Municipal High Income Opportunity Fund 0.0
Campbell Soup Co 0.0
Absci Corp 0.0
Biohaven Ltd 0.0
Chimera Investment Corp 0.0
iShares Comex Gold Trust 0.0
SPDR Gold Trust 0.0
Conagra Foods Inc /DE/ 0.0
View All
Holdings by Sector ($M)
4003202401608002017202020232027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 271 92.4
(b) Individuals (high net worth individuals) 161 934.7
(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 1 0.1
(h) Charitable organizations 10 127.8
(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 1 0.0
(n) Other 0 0.0
Total 444 1,154.9
By Discretionary
Discretionary 444 1,154.9
Non-Discretionary 0 0.0
Total 444 1,154.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,154.9
Total 444 1,154.9
EDGAR Form CIK 2011 - 2026
13F-HR [0001769089]
Firm Profile (Form ADV)
ServesInstitutional, Retail
Comparable Firms State AUM
NTV Asset Management LLC
WV 1,159.2 M
Lake Street Private Wealth LLC
IL 1,158.7 M
Frazier Financial Advisors LLC
OH 1,158.5 M
APCM Wealth Management for Individuals LLC
AK 1,156.2 M
Kerberrose Wealth Management LLC
WI 1,155.2 M
Third View Private Wealth LLC
CT 1,155.0 M
CVFG LLC
IN 1,154.4 M
Longview Wealth Management Inc
GA 1,153.6 M
Cooper/Haims Advisors LLC
NY 1,152.4 M
Aubrey Capital Management Limited
1,152.0 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com