Mission, TX Office

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.