Arkagos Advisors & Asset Management, Inc. logo

Arkagos Advisors & Asset Management, Inc.

Updated today

Client AUM

$64,506,372

Clients

112

Advisors

4

across 2 offices

About

Arkagos Advisors and Asset Management serves individual and high-net-worth clients, offering portfolio management, comprehensive financial planning, and access to private investments. The firm provides both advisory oversight of traditional portfolios and opportunities to participate in private placements, private equity, and private credit offerings.

The firm uses model-based allocations that may include individual equities and sector ETFs and applies a mix of technical, fundamental, and modern portfolio theory techniques tailored to each client’s objectives and risk tolerance. While Arkagos offers discretionary portfolio management, it also manages a meaningful portion of client assets on a non-discretionary basis and does not accept investment discretion for private placement purchases or sales.

Noteworthy for a firm of its size, Arkagos has expanded its private investment capabilities and combines private placement holdings with advisory accounts when determining advisory tiers and ongoing management treatment. The firm’s advisers are also separately licensed to sell insurance products, and the brochure discloses the resulting potential conflicts of interest and the firm’s use of a recommended custodian and institutional services.

Client services

Financial planning Portfolio management Private placements

Expertise

Private / alternative investments Wealth management

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Fee options

Fixed

$4,500 for comprehensive financial planning, negotiable based on complexity and scope

Percentage

$0 - $1,000,000: 1.25% >$1,000,000 - $2,500,000: 1.00% >$2,500,000 - $5,000,000: 0.75% >$5,000,000 - Negotiable: Negotiable

Other

Account minimum: $750,000

Main office

See office

218 N Lee St, Ste 316

Alexandria VA 22314

Advisors at this office

3

Most active in

Florida · Maryland · North Carolina · Texas · Virginia

Also doing business as

Arkagos Advisors · Arkagos Advisors & Asset Management, Inc. · Arkagos Advisors, Inc.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Paula P

CFP®, Series 66

Alexandria, VA

Arkagos Advisors & Asset Management, Inc.

Paula Pass is a Certified Financial Planner (CFP®) with 13 years of industry experience. She is currently with Arkagos Advisors & Asset Management, Inc., where she has worked since 2021. Her prior experience includes roles at Brookstone Capital Management, Center Street Advisors, and Wells Fargo Clearing. Outside of her advisory role, she operates as an independent insurance agent specializing in fixed insurance products. Arkagos Advisors & Asset Management serves individual and high-net-worth clients by providing portfolio management, comprehensive financial planning, and access to private investments. The firm uses model-based allocations and a combination of technical, fundamental, and modern portfolio theory approaches tailored to client objectives, offering both discretionary and non-discretionary portfolio management.

Private / alternative investments Wealth management
user avatar

Tiffany B

Series 65

Alexandria, VA

Arkagos Advisors & Asset Management, Inc.

Tiffany Blackburn is a financial advisor at Arkagos Advisors & Asset Management, Inc., holding a Series 65 designation. She has been with Arkagos since 2024 and has experience working in related roles, including at Vector Wealth Strategies and Henmead Enterprises, Inc. Blackburn is also affiliated with George Mason University for the years 2023 to 2025. Arkagos Advisors and Asset Management serves individual and high-net-worth clients by offering portfolio management, comprehensive financial planning, and access to private investments. The firm uses model-based allocations combining technical, fundamental, and modern portfolio theory techniques tailored to clients’ objectives and risk tolerance, with a notable focus on private placement investments alongside traditional advisory services.

Private / alternative investments Wealth management
user avatar

Angela B

Series 65

Alexandria, VA

Arkagos Advisors & Asset Management, Inc.

Angela Barbour is a Series 65-licensed financial advisor with 10 years of industry experience. She currently works at Arkagos Advisors & Asset Management, Inc. and previously spent 10 years at Brookstone Capital Management. She has been associated with Tarkenton Financial, LLC since 2004. Arkagos Advisors and Asset Management serves individual and high-net-worth clients by providing portfolio management, comprehensive financial planning, and access to private investments. The firm employs model-based allocations combining technical, fundamental, and modern portfolio theory techniques tailored to client objectives and risk tolerance.

Private / alternative investments Wealth management
user avatar

Jessica M

Series 65

Matthews, NC

Arkagos Advisors & Asset Management, Inc.

Jessica Metso is a financial advisor at Arkagos Advisors & Asset Management, Inc. with five years of industry experience. She holds a Series 65 designation and previously worked at Brookstone Capital Management and State Farm. Outside of her advisory role, she is also licensed to sell insurance products as a sole proprietor. Arkagos Advisors and Asset Management serves individual and high-net-worth clients, offering portfolio management, comprehensive financial planning, and access to private investments. The firm employs model-based allocations combining technical, fundamental, and modern portfolio theory approaches, managing assets both discretionarily and non-discretionarily while integrating private placement holdings into advisory accounts.

Private / alternative investments Wealth management
View complete list of advisors at this firm
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