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ARKADIOS WEALTH ADVISORS
Legal name: ARKADIOS WEALTH ADVISORS LLC
CRD 288863File 801-110833
APPROVED
Retail clients
Disclosure events
Filing as of Jun 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$8.79B
Top 10% of cohort (national)
Discretionary AUM
$8.79B
Clients
14,886
14,886 accounts
Employees
188
Top 10% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 17, 2017
- Principal office
- 2827 PEACHTREE RD NE, SUITE 510, ATLANTA, GA, 30305
- Phone
- 404-445-0035
- Website
- https://arkadioscapital.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.79B
- Discretionary AUM
- $8.79B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 14,886
- Non-discretionary accounts
- 0
- Total accounts
- 14,886
- AUM per client
- $590K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 521 | $1.30B |
| Charitable organizations | 16 | $59.8M |
| High net worth individuals | 764 | $3.28B |
| Pension and profit sharing plans | 29 | $35.0M |
| Individuals (other than high net worth individuals) | 13,556 | $4.11B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
- Q11D5
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Custody | Yes | No | |
| Apr 1, 2026 | Clients | 12,091 | 14,886 | increased by2,795 |
| Apr 1, 2026 | AUM | $3,856,398,203 | $8,789,840,262 | increased by$4,933,442,059 |
| Apr 1, 2026 | Accounts | 12,091 | 14,886 | increased by2,795 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 81 | 188 | increased by107 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 8,181 | 12,091 | increased by3,910 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,900,964,107 | $3,856,398,203 | increased by$1,955,434,096 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 8,185 | 12,091 | increased by3,906 |
| Apr 1, 2022 | Employees | 64 | 81 | increased by17 |
| Apr 1, 2022 | Clients | 2,917 | 8,181 | increased by5,264 |
| Apr 1, 2022 | AUM | $812,840,671 | $1,900,964,107 | increased by$1,088,123,436 |
| Apr 1, 2022 | Accounts | 3,667 | 8,185 | increased by4,518 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ARKADIOS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARKADIOS WEALTH” 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.