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Arkadios Adds Two Advisor Teams From Triad

Chicago-based Jim Walesa and New Jersey-based Rivertan Financial Group, led by Ke M. Dao, bring more than $370 million in combined assets to Arkadios. A ...

September 19, 2019

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Atlanta firm pushes into North Texas with 1031 bend

Arkadios Capital, an Atlanta independent advisory firm founded in 2016 is looking to grow its presence in Texas and has kicked off that expansion by ...

September 5, 2019

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New Jersey-based Foresight Financial Partners Joins Arkadios Capital

Financial Advisor Doubled AUM, Looks to Continue Growth with Independent Broker-Dealer Founded by Former Advisor Foresight Financial Partners, LLC, an independent wealth advisor, has moved ...

May 15, 2019

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Partner Wealth Management Firms Move Assets to Arkadios Capital

Proximity Financial Partners and KG Wealth Management, two full-service wealth management firms in Raleigh, N.C. and Olney, Md. respectively, have moved their combined assets under advisement to hybrid independent broker/dealer Arkadios. Previously ...

March 19, 2019

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Large Fixed-Income Team Goes Indie, Selects Arkadios Capital

SP Financial Moves to Independent Hybrid Broker/Dealer for Flexibility, Growth SP Financial Group, one of the largest fixed-income teams in the country servicing the independent ...

November 5, 2018

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Arkadios Capital Founder Discusses Large Hybrid RIA’s Departure from LPL

Financial Planning magazine sought out Arkadios Capital Founder David Millican for its story on one of LPL’s largest hybrid RIAs launching an independent digital platform for advisors.  ...

October 2, 2018

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Broker-Dealer Provides Tailored Platform for Successful Investment Advisors, Large Wirehouse Teams

Arkadios Capital, a hybrid broker-dealer and RIA based in Atlanta founded one year ago, is moving into a full floor of 309 East Paces Ferry ...

August 6, 2018

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Arkadios Capital Adds Two Advisors

GSL Financial and MPA Financial have joined Arkadios Capital, an Atlanta-based boutique hybrid broker-dealer and registered investment advisor. Gregg Lentz of GSL Financial in New ...

July 17, 2018

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Arkadios Capital Lands $100MM Team

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 ...

July 6, 2018

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Atlanta’s Arkadios expands with office move

Arkadios Capital, a year-old hybrid broker-dealer and advisory firm based in Atlanta, is moving from the Terminus 200 building in Buckhead into a full floor ...

June 14, 2018

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