Our Approach

You are the reason we built Arkadios

Arkadios Capital was founded by advisors for advisors. We are a boutique firm, catering to experienced advisors whose success has propelled them to the top ranks of their BD’s — only to be confronted by a “one-size-fits-all” mentality that permeates larger firms today. Learn more about our approach below:

 

Hybrid BD/RIA — Flexibility to decide what is best for your practice

Arkadios is dual registered as both an RIA, and a Broker Dealer. This provides you with the flexibility to operate both a fee-based and a commission-based practice. Our advisors may choose to maintain or establish their own RIA firm, or they may operate under our corporate RIA, Arkadios Wealth Advisors.

Direct Institutional Access — World-class investment solutions

We offer access to a broad spectrum of investment solutions, covering all asset classes. This includes direct access to leading global alternative investment firms that encompass private equity and real estate funds, hedge funds, credit funds, structured products, oil & gas, managed futures and 1031 exchange offerings.

M&A Expertise — Let us help grow your practice

Over the past 15 years, Arkadios CEO David Millican led the acquisition of 14 Registered Independent Advisory Firms, while also growing ACG Wealth, a firm he founded with his two partners in 2002, from $50 million to $1.9 billion AUM. David is now focused on actively partnering with select Arkadios advisors, to identify, structure, finance, and seamlessly integrate established books into their practices.

Succession Planning — Monetize the value of your business

You have worked hard, and have built a very valuable business. When you decide the time is right, our goal is to provide you with a comprehensive solution tailored to fit your needs.

Compliance — Our size enables tailored solutions

We affiliate with advisors who share our commitment to high standards of professionalism and integrity. These advisors have a proven track record of providing investment advice and financial solutions that are suitable and appropriate. As a boutique firm, our team is able to avoid the “one-size-fits all” approach to compliance, which in turn allows us to work harder to fully understand each client’s financial profile.

Wherever you are on your path to independence, our platform was built from the ground up with YOU in mind.

Learn how our Hybrid BD/RIA solution can put you back at the center of your client relationships.
Meet With Us