Author Archives: Thornton Kennedy

EY Announces David Millican IV of Arkadios Capital as Entrepreneur Of The Year® 2024 Southeast Award Finalist

Ernst & Young LLP (EY US) today announced that David Millican, the Founder and CEO of Arkadios Capital, has been named a finalist for the ...

April 29, 2024

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Arkadios Capital Adds $500 Million via Three Successful Advisor Groups in Q1

Arkadios Capital, a leading hybrid broker-dealer, added three successful advisor groups in the first quarter, representing $500 million in net new assets under advisement (AUA). ...

April 24, 2024

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Leading Hybrid Broker-Dealer Arkadios Capital Marks Growth and Success in 2023, Eyes Continued Expansion in 2024

Arkadios Capital, a leading hybrid broker-dealer, marks another year of remarkable growth, adding 15 advisory groups and nearly $3 billion in new assets to their ...

January 22, 2024

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Two Firms Managing $600MM Leave Triad for Arkadios

Two leading wealth advisory groups, RBG Capital and Peachtree Wealth Advisors, have transitioned their collective clients’ assets under advisement to hybrid broker-dealer Arkadios Capital. With ...

December 13, 2023

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Arkadios Capital Heather Bailey

Arkadios Capital Welcomes Heather A. Bailey as Director of Business Consulting

Arkadios Capital, a leading independent-broker dealer committed to providing exceptional support and resources to financial advisors, has appointed Heather A. Bailey as Director of Business ...

December 8, 2023

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Founding partners Ross Wyatt and Jeff Norris

Piedmont Wealth Partners Joins Arkadios Capital

Piedmont Wealth Partners, a leading fee-based financial planning firm based in Atlanta, is moving its client assets under management to hybrid broker-dealer Arkadios Capital. The ...

November 30, 2023

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Clover Capital Partners are Hays Evans, Kendall Southerland and Tripps Moog.

Arkadios Capital Lands Breakaway Advisors with $800MM in AUA

Clover Capital Partners, a new Atlanta-based independent wealth advisory firm that collectively manages more than $800MM, is launching through award-winning independent broker-dealer Arkadios Capital. Clover ...

October 10, 2023

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Nina O'Neal and Matt Archer of AIM Advisors

Advisors O’Neal and Archer opt for Arkadios before Osaic consolidation

By   Tobias Salinger | Financial Planning Ahead of the consolidation of Osaic’s Triad Advisors into a single brokerage alongside the firm’s seven others, a ...

September 7, 2023

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Perch Wealth

Perch Wealth Joins Arkadios Capital

Perch Wealth, a national independent investment firm specializing in tax mitigation strategies for high-net-worth clients, proudly announces its strategic decision to transition to Arkadios Capital, ...

August 28, 2023

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Strive Financial

Hybrid Independent Broker-Dealer Arkadios Capital Lands $100MM Advisory Firm

Atlanta-Based Strive Financial Previously Affiliated with Kestra Strive Financial, a wealth management firm overseeing more than $100,000,000 in client assets, has announced its strategic move ...

July 26, 2023

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