Milton, GA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Arkos Global Advisors, LLC
Team
Firm-wide stats for Arkos Global Advisors, LLC
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.
Based on Arkos Global Advisors, LLC
Expertise
Based on Arkos Global Advisors, LLC
Location
3000 Heritage Walk, Ste 303
Milton GA 30004
Advisors at this office
4
Advisors at this office
Timothy M
Series 66
Milton, GA
Arkos Global Advisors, LLC
Timothy McGukin is a financial advisor at Arkos Global Advisors, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at Arkos Global Advisors since 2020. Prior to that, he was with Lakeview Capital Partners, LLC from 2016 to 2020 and has been involved with Kane McGukin, LLC since 2015. Arkos Global Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing financial planning, consulting, and portfolio management services. The firm combines comprehensive planning with discretionary investment management, using a mix of fundamental, technical, and quantitative analysis, and performs ongoing monitoring and manager due diligence.
William G
Series 66
Milton, GA
Arkos Global Advisors, LLC
William Gardner is a financial advisor at Arkos Global Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and River Church. Arkos Global Advisors provides financial planning, consulting, and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis alongside diverse investment strategies, including active management and margin borrowing, serving both retail and high-net-worth clients.
Lester B
Series 63, Series 65
Milton, GA
Arkos Global Advisors, LLC
Lester Brackley is a financial advisor with Arkos Global Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Arkos Global Advisors since 2020 and previously at Lakeview Capital Partners, LLC from 2015 to 2020. Arkos Global Advisors provides financial planning, consulting, and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm combines comprehensive planning with discretionary investment management, using fundamental, technical, cyclical, and quantitative analysis to tailor portfolios and conducts ongoing monitoring and periodic reviews of client accounts.
Charles S
Series 66
Milton, GA
Arkos Global Advisors, LLC
Charles Shiver is a financial advisor at Arkos Global Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and Rubicon Global prior to joining Arkos. Arkos Global Advisors provides financial planning, consulting, and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis alongside internal and external research to build diversified portfolios, serving both retail and high-net-worth clients.
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