Arkadios Capital provides independent financial advisors and wealth management firms with a national private wealth platform built to support growth, flexibility and advisor independence. The platform brings together brokerage infrastructure, hybrid RIA capabilities, portfolio management, fixed income, retirement plan consulting, alternative and private investments, technology and business consulting.
Arkadios Managed Solutions gives advisors institutional-quality portfolio management, diversified investment strategies, discretionary management, execution services, and outsourced CIO support for diverse client needs.
Arkadios has an in-house fixed income team that works with financial advisors nationwide to build customizable individual bond portfolios. Advisors can access standard and custom fixed-income solutions based on client and firm needs, providing an alternative or complement to fixed-income mutual funds, ETFs and separately managed accounts.
Arkadios(k) is our internal Retirement Plan consulting platform designed to help advisors gain scale and pricing efficiencies. Arkadios(k) delivers best-in-class pricing, premier service, and the opportunity to seamlessly engage with your retirement plan participants.
Arkadios gives financial advisors access to alternative and private-market investments, including private equity, venture capital, private credit and real assets. Through ARKap Markets, advisors can also access selected private-market transactions and syndicate opportunities.
Arkadios supports hybrid financial advisors who maintain both fee-based advisory and commission-based brokerage business. The platform combines brokerage capabilities through Arkadios Capital with investment advisory capabilities through affiliated Arkadios Wealth Advisors, giving advisors flexibility across multiple custodial and account structures. This model is designed for independent advisors who want greater choice in how they structure solutions for their clients.
We believe financial planning goes beyond asset allocation—it’s about managing life complexities and delivering personalized wealth management. Arkadios partners with leading providers to offer UHNW planning, wealth transfer and estate planning, business succession, case design, and corporate and executive insurance solutions.
We recognize every advisor is unique, so our business consulting programs are tailored to maximize efficiency and enterprise value. We help develop strategic plans to grow your business, boost profitability and market value, and scale your service model to reclaim time.
A strong digital footprint keeps your brand front and center. Arkadios partners with top design providers to create custom websites and marketing collateral that tell your story, generate leads, and attract ideal clients. Services include website development, digital collateral, social media, SEO, and more.
An Elite Private Wealth Firm Designed to Take You to the Next Level