Independent Broker-Dealer Arkadios Capital Lands Successful Advisors with $400MM
Two accomplished wealth advisory firms, Burke Financial Services and Fellows Financial Group, are moving to hybrid independent broker-dealer Arkadios Capital.
With a combined $400 million in assets under advisement and more than 50 years of wealth management experience, these advisors selected Arkadios Capital as their trusted partner for future growth and success.
“We are thrilled to welcome Bob Burke and Blake Fellows to our hybrid platform, which is focused on flexibility and growth,†said Arkadios Capital founder and CEO David Millican. “Their innovative and entrepreneurial approach aligns perfectly with our community of elite advisors.”
Robert Burke Jr., based in Nashville, Tenn., founded Burke Financial Services on a bedrock of over 31 years of investment and insurance advisory experience centered around strong client relationships. His practice currently manages more than $200 million in client assets, formerly housed with Cambridge Investment Research.
“Arkadios Capital was founded by an investment advisor, which is evident in our daily interactions with the entire team,†said Burke. “They are nimble enough to offer world-class concierge service while also offering scale and efficiencies. It is refreshing to have unrestricted access to the management team and experience top-notch customer service.â€
For over 22 years, Fellows Financial Group, led by Blake Fellows, has provided comprehensive wealth management solutions to high-net-worth families and business owners. Based in Leesburg, Va, the holistic wealth and estate planning firm manages more than $200 million in affiliated assets. Fellows is moving from Coastal Equities.
“We are a growing company, and our partnership with Arkadios will allow us to continue this trajectory while enhancing our capabilities and service,†said Fellows. “Our cultures and vision are perfectly aligned, making this collaboration an ideal fit.â€
After building an independent wealth advisory firm to more than $2 billion in assets under management (AUM), Millican recognized the need to create a community of like-minded advisors.
Millican witnessed first hand how broker-dealers were shifting their focus to corporate objectives rather than prioritizing the needs of independent advisors and their clients. Arkadios Capital empowers entrepreneurial advisors, providing them with the flexibility and support to excel.
About Arkadios Capital
Arkadios Capital is a hybrid independent broker/dealer founded by a successful registered independent advisor for successful registered independent advisors. Specializing in supporting larger and growth-oriented wealth management firms, Arkadios has grown to more than $8B in affiliated assets and more than 160 advisors with 42 offices across the United States and Puerto Rico. For more information visit arkadios.com.