Keystone, Monarch Join Arkadios Capital
Two fast-growing, successful wealth management firms overseeing a combined $525MM in assets have moved to hybrid independent broker/dealer Arkadios Capital.
Wealth advisor David Millican founded Arkadios Capital after a successful 20-year career growing an independent wealth advisory firm. He became frustrated with the ongoing consolidation in the broker/dealer channel, which resulted in a one-size-fits-all model.
Arkadios Capital is entrepreneurial, with an experienced team focused on helping fellow entrepreneurs grow their businesses.
They have received numerous national honors, including being named among the top independent broker/dealers by both Financial Planning and Financial Advisor magazines. The Association for Corporate Growth, ACG, named them one of the fastest growing companies in Georgia.
“We are excited to partner with Monarch and Keystone, who are building their businesses through personalized service and relationships, a model similar to Arkadios,” said Millican. “We look forward to helping them grow those relationships while providing their teams broader and more meaningful solutions.”
Monarch Capital was previously affiliated with Wells Fargo Advisors. Keystone Capital was previously affiliated with Mass Mutual Life Investors Services, LLC.
Led by Marlene Dattilo and Mark Wilson, Keystone Capital has grown to more than $325MM in affiliated assets over the last eight years by delivering a highly personalized approach to each client and tailoring portfolios to each client’s needs.
Monarch Capital Advisors represents approximately 150 high-net-worth households. Robert Warnock and Teddy Roberts founded the Atlanta, Ga.-based firm with three advisors advising on more than $200MM in assets.