Arkos Global Advisors, LLC
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Overview
Arkos Global Advisors, LLC is a financial advisory firm headquartered in Houston, Texas. The firm oversees $889.6 million in total assets across 1,169 client accounts, placing it among the larger investment advisory firms in the nation by assets under management (AUM). Arkos Global Advisors, LLC has a small team, including 15 financial advisors. Arkos Global Advisors, LLC is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets such as stocks, options and bonds.
Arkos Global Advisors, LLC administers all of its client assets on a discretionary basis. Discretionary management means that an investment advisor makes buy and sell decisions for the client's account without needing to seek the customer's authorization. The investment advisory firm's average account size is $760,963. The typical advisor at Arkos Global Advisors, LLC manages around 78 client accounts.
The company's central office is located at 4400 Post Oak Pkwy, Houston, Texas 77027. Arkos Global Advisors, LLC is registered to serve investors across 10 states, including Arizona, Florida, Georgia, Louisiana, New Jersey, North Carolina, Oregon, South Carolina, Texas and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Arkos Global Advisors, LLC by the Numbers
$889.6 million
16
1,169
$761.0 thousand
Products and Services
Arkos Global Advisors, LLC offers multiple services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. In the prior financial year, Arkos Global Advisors, LLC provided financial planning services to 26-50 of its clients. The firm is not engaged in selling products or offering services aside from investment advice to its investment advisory accounts. It is affiliated with a number of other companies in the financial services industry, including with an accountant or accounting firm.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors largely are based on which services the firm provides the client. Fees billed by the company most likely include the following fee types: asset-based or fixed. The company does not participate in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to retail investors, high net worth investors and charitable organizations. Out of its 1,169 customers, Arkos Global Advisors, LLC's largest client group by number of accounts is retail investors, but it also serves 135 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the firm's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 31.4%
- Other Individuals - 68.14%
- Corporations - 0%
- Charitable Organizations - 0.47%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Arkos Global Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Arkos Global Advisors, LLC
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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