Alexandria, VA Office
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Arkagos Advisors & Asset Management, Inc.
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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.
Expertise
Location
218 N Lee St, Ste 316
Alexandria VA 22314
Advisors at this office
3
Advisors at this office
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.
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.
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.
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