Arkagos Advisors & Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$4,500 for comprehensive financial planning, negotiable based on complexity and scope
$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
Account minimum: $750,000
Main office
See office218 N Lee St, Ste 316
Alexandria VA 22314
Advisors at this office
3
Offices (2)
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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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