Four-Adviser Group Moves Assets to New Hybrid Broker-Dealer
Jacksonville-based Exclusive Advisors, led by Certified Financial Planner Mike Sievert, has moved their AUM to Arkadios Capital, an advisor-friendly hybrid broker-dealer, adding $100 million to its fast-growing platform.
Exclusive Advisors limits its clients to investors comprised of individuals, closely-held business owners, professionals, executives, athletes and retirees, or “people who are influential, responsible, respected leaders in their industries, professions and communities,†according to Sievert.
“Given the clients we represent — mainly accredited investors only — we needed a company that understood our goals and what Exclusive Advisors is doing. We are advising business owners and healthcare professionals, and they expect highly personalized and outside-the-box investment opportunities, which is in Arkadios’ wheelhouse,†said Sievert. “I have known David Millican for years, and saw he was building an All-Star team at Arkadios Capital. They have a stellar reputation and because they come from this side of the business, they have a better perspective on what we need to be successful.â€