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ARKOS GLOBAL ADVISORS, LLC
CRD 287466File 801-110406
APPROVED
Retail clients
Custody
Filing as of May 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.15B
Above cohort median (national)
Discretionary AUM
$1.15B
Clients
444
444 accounts
Employees
17
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 14, 2017
- Principal office
- 3306 MERCER ST., HOUSTON, TX, 77027
- Phone
- (346) 352-2360
- Website
- https://www.arkosglobal.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.15B
- Discretionary AUM
- $1.15B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 444
- Non-discretionary accounts
- 0
- Total accounts
- 444
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $5K |
| Charitable organizations | 10 | $127.8M |
| High net worth individuals | 161 | $934.7M |
| Pension and profit sharing plans | Fewer than 5 | $116K |
| Individuals (other than high net worth individuals) | 271 | $92.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 19 | 17 | decreased by2 |
| Apr 1, 2026 | Clients | 418 | 444 | increased by26 |
| Apr 1, 2026 | AUM | $1,109,378,000 | $1,154,934,615 | increased by$45,556,615 |
| Apr 1, 2026 | Accounts | 1,229 | 444 | decreased by785 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 19 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 404 | 418 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $686,456,423 | $1,109,378,000 | increased by$422,921,577 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,093 | 1,229 | increased by136 |
| May 1, 2022 | Employees | 12 | 13 | increased by1 |
| May 1, 2022 | Clients | 276 | 404 | increased by128 |
| May 1, 2022 | AUM | $637,534,695 | $686,456,423 | increased by$48,921,728 |
| May 1, 2022 | Accounts | 810 | 1,093 | increased by283 |
| Apr 1, 2022 | Clients | 265 | 276 | increased by11 |
| Apr 1, 2022 | AUM | $485,954,348 | $637,534,695 | increased by$151,580,347 |
| Apr 1, 2022 | Accounts | 751 | 810 | increased by59 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ARKOS GLOBAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARKOS GLOBAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.