Arkos Global Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,027,038,900
Clients
432
Advisors
12
across 2 offices
About
Arkos Global Advisors offers financial planning, consulting and wealth management to individuals, trusts, estates, charitable organizations and business entities, providing discretionary portfolio management as well as stand‑alone planning engagements. Its portfolios are built from mutual funds, ETFs, individual debt and equity securities and allocations to Independent Managers, and the firm serves both retail and high‑net‑worth clients.
The firm combines fundamental, technical and cyclical analysis with in‑house fundamental and quantitative research and third‑party research to construct diversified, goal‑oriented portfolios. Arkos Global Advisors may implement active strategies across internally managed and separately managed accounts, including the use of long and short equity positions and margin borrowing when appropriate.
The brochure discloses a referral relationship with a certified public accounting firm for client accounting services and notes the potential conflict of interest while stating the adviser does not receive fees from that CPA firm, an affiliation that is uncommon among similar team firms. Likewise, the firm’s explicit disclosure that it may authorize margin and take short positions in client accounts—practices less typical for many team advisers focused on long‑only strategies—marks a notable difference from many peers.
Client services
Expertise
Fee options
Financial planning and consulting fees generally range from $500 to $100,000 depending on complexity; fixed annual fees for wealth management services available as negotiated
$0 - $1,000,000: 2.00% $1,000,001 - $2,000,000: 1.50% $2,000,001 - $5,000,000: 1.00% $5,000,001+: Negotiable
Account minimum: $200,000
Main office
See office3306 Mercer St.
Houston TX 77027
Advisors at this office
8
Offices (2)
Most active in
Arizona · California · Colorado · Florida · Georgia · Louisiana · New Jersey · New York · North Carolina · South Carolina · Tennessee · Texas · Virginia · Washington
Also doing business as
Archetype Wealth Partners, LLC · Arkos Global Advisors, LLC · Harper Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)