Columbia, SC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Arkadios Wealth Advisors
Multi-team
Firm-wide stats for Arkadios Wealth Advisors
About
Arkadios Wealth Advisors is an SEC-registered, multi-team advisory firm that serves individuals (both non-high-net-worth and high-net-worth), trusts, businesses, corporations, and retirement plans. Its offerings include discretionary and non‑discretionary portfolio management, wrap-fee and third‑party manager programs, ERISA retirement plan consulting, financial planning, and reporting/data aggregation services.
The firm builds customized investment plans based on client risk profiles and deploys them through internally supported Advisor Managed “Crest” accounts, the firm’s Arkadios Managed Solutions (AMS) model portfolios, wrap “Peak” accounts, or selected third‑party managers. Investment analysis combines fundamental, technical, and cyclical methods, allows client‑imposed restrictions, and may incorporate alternative or non‑correlated assets and consolidated reporting that can include assets held away from direct management.
Arkadios operates a large network of dually registered investment adviser representatives who market under many separate legal business names and are affiliated with Arkadios Capital, its broker‑dealer, which receives transaction‑related, sweep and syndicate compensation and may participate in revenue‑sharing arrangements; the firm discloses processes (including NFS business credits and quarterly 12b‑1 fee reviews) intended to address these conflicts. The brochure also notes recent updates disclosing disciplinary information concerning an affiliate and that some advisors devote substantial time to other brokerage or insurance activities, factors clients may consider when evaluating their relationship.
Based on Arkadios Wealth Advisors
Expertise
Based on Arkadios Wealth Advisors
Location
700 Saturn Parkway
Columbia SC 29212
Advisors at this office
4
Advisors at this office
Matthew T
Series 66
Columbia, SC
Arkadios Wealth Advisors
Matthew Terry is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 license and six years of industry experience. He is a co-founder of Terry Brothers Tax, where he provides federally licensed tax representation services separate from his advisory role. Additionally, he co-founded Fort Financial Software, LLC, which develops data-audit and operational support tools for businesses. Arkadios Wealth Advisors is a multi-team firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying portfolios through various internally managed and third-party solutions.
Patrick S
Series 63, Series 65
Columbia, SC
Arkadios Wealth Advisors
Patrick Strubbe is a financial advisor with Arkadios Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Arkadios Capital since 2022 and previously spent 17 years at Kalos Management, Inc. and Kalos Capital, Inc. Outside of his advisory work, he is the owner of Preservation Specialists LLC, through which he authors a book on retirement issues and hosts educational retirement planning seminars. He also serves as an Elder of Finance at Hope Lutheran Church and co-founded Fort Financial Solutions, LLC, a provider of data-audit and operational support tools to businesses. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, using a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team that provides models and trade execution and acts as a fiduciary for retirement plan consulting, employing a range of analytical approaches and recommending alternative investments for qualified clients.
David E
Series 66
Columbia, SC
Arkadios Wealth Advisors
David Elliott is a financial advisor with Arkadios Wealth Advisors in Columbia, SC, holding a Series 66 designation and five years of industry experience. He previously worked at Thrivent Financial and its related investment management firms. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans with a variety of portfolio management and financial planning services. The firm creates customized investment plans that incorporate fundamental, technical, and cyclical analysis and offers both internally managed and third-party investment solutions.
John F
Series 66
Columbia, SC
Arkadios Wealth Advisors
John Farley is a financial advisor at Arkadios Wealth Advisors in Columbia, SC, holding a Series 66 credential with 11 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2022 and has prior experience with Kalos Management and LPL Financial. Outside of his advisory work, he is also a meteorologist presenting weather newscasts for WOLO-TV and a partner in a business modeling the impact of weather on sports. Arkadios Wealth Advisors is an SEC-registered, multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing customized investment plans that integrate fundamental, technical, and cyclical analysis across various account types.
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