SM
Steve J. Markey
ARKADIOS WEALTH ADVISORS
San Antonio, TX 78209
Some features on this profile are disabled
CRD#: 2591317
SM
Professional summary
Steve James Markey is a registered financial advisor currently at ARKADIOS WEALTH ADVISORS located in San Antonio, Texas and ARKADIOS CAPITAL located in San Antonio, Texas.
Steve is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Steve has worked at 9 firms and has passed the Series 63, Series 79TO, SIE, Series 7, Series 24 and Series 27 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. HOME FASHION TECHNOLOGIES, INC. WHOLLY OWNED SUBSIDIARY OF KLMP, INC, -President & CFO working 10 non-trading hours a week doing the accounting & overlooking the operations of the company. This was an approved passive investment. After my brother Todd Markey the CFO died of cancer & subsequently The President Mr. Petroski was killed in an accident, I had to step in. For this I receive an annual salary. This is a company that primarily sells bi-fold & barn doors. INVEST RELATED Yes #HRS 20 -7/1/09 -1100 NE Loop 410 Ste 300, San Antonio TX 78209 -President and CFO 2. WHITESTONE FINANCIAL GROUP ABA WHITESTONE WEALTH MANAGMENT SERVICES -Partner -This is the investment practice for Steve Markey & Patrick Lynch. INVEST RELATED Yes #HRS 160 SEC TRADE HRS 160 -5/1/06 -1100 NE Loop 410 Ste 300, San Antonio TX 78209 -This is the investment practice for Steve Markey and Patrick Lynch. I work 40 hours a week. I collect income and pay bills for the partnership. I take partnership distributions. 3. WHITESTONE FINANCIAL GROUP ABA WHITESTONE WEALTH MANAGEMENT SERVICES, -Partner -This is the fixed insurance practice for Steve Markey & Patrick Lynch INVEST RELATED Yes #HRS 160 SEC TRADE HRS 160 -5/1/06 -1100 NE Loop 410 Ste 300, San Antonio TX 78209 -This is the fixed insurance practice for Steve Markey and Patrick Lynch 4. HFCC, INC, -Board Member -Board member HFCC, Inc. which is building permanent housing for the homeless in San Antonio #HRS 3 -5/1/20 -1215 Colzona Rd San Antonio TX 78216 -Board member HFCC, Inc. which is building permanent housing for the homeless in San Antonio. Meet monthly 5. SAN ANTONIO AREA FOUNDATION, POSITION: Volunteer NATURE: Member of the Animal Services Committee of the San Antonio Area Foundation INVEST RELATED: No #HRS: 1 SEC TRADE HRS: 0 START: 1/1/2012 - 303 Pearl Pkwy, San Antonio TX 78215 DESCRIPTION: Member of the Animal Services Committee that meets once a quarter 6. CORK COUNTY INVESTORS, LLC, -Partner -Owned building for our Firm Whitestone Wealth Management but sold in 2019 INVEST RELATED Yes #HRS 5 -2/1/08 -1100 NE Loop 410 Ste 300, San Antonio TX 78209 -Property has been sold but keeping business open for future building purchase 7. CORK COUNTY INVESTORS #2, LLC, POSITION: Member NATURE: This is an LLC which owns an interest in KLMP, Inc., which is the parent company of Home Fashion Technologies, Inc This is the only subsidiary of holding of the company. Home Fashion Technologies is a bifold door company that I currently run after the unexpected death of my brother Todd Markey, past CFO, and Pete Petroski, the past President. INVEST RELATED: Yes #HRS: 1 SEC TRADE HRS: 0 START: 7/1/2009 - 1100 NE Loop 410 Ste 300, San Antonio TX 78209 DESCRIPTION: This is a passive investment over 10 years ago into a bifold door business selling to Home Depot. No other activity other than the investment. 8. 8603 Crownhill Blvd Office Building, Is Investment Related,"8603 Crownhill Blvd, , SAN ANTONIO, TX, 78209, United States", Office Building Investment, Passive investment,11/7/2025,4 hours per month,0 hours per month during trading hours, No Compensation Compensation, My business partner Patrick Lynch and I in our partnership Cork County Investors have purchased a building with 6 tenants renting and not related to us. We will also move our Whitestone Wealth Management business there in the first quarter of 2026. Pat and I are the only owners of this building and the partnership.
CRS (Client Relationship Summary) - RIA
Click below to view Steve James Markey's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 4, 2022 - Present
ARKADIOS WEALTH ADVISORS
Office #1: 1100 Ne Loop 410 Suite 300, San Antonio, TX 78209RIA
CRD#: 288863
San Antonio, TX
Current
March 4, 2022 - Present
ARKADIOS CAPITAL
Office #1: 1100 Ne Loop 410 Suite 300, San Antonio, TX 78209BD
CRD#: 282710
San Antonio, TX
Past
July 17, 2020 - March 4, 2022
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
SAN ANTONIO, TX
Past
July 17, 2020 - March 4, 2022
SECURITIES AMERICA, INC.
BD
CRD#: 10205
SAN ANTONIO, TX
Past
August 1, 2006 - July 17, 2020
INVESTACORP ADVISORY SERVICES INC
RIA
CRD#: 109011
SAN ANTONIO, TX
Past
July 20, 2006 - July 17, 2020
INVESTACORP, INC.
BD
CRD#: 7684
SAN ANTONIO, TX
Past
September 25, 1998 - August 2, 2006
OSAIC FA, INC.
RIA
CRD#: 3978
SAN ANTONIO, TX
Past
September 24, 1998 - August 2, 2006
OSAIC FA, INC.
BD
CRD#: 3978
SAN ANTONIO, TX
Past
August 8, 1996 - June 5, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
SAN ANTONIO, TX
Past
July 1, 1996 - November 16, 1998
RIVERSTONE WEALTH MANAGEMENT, INC.
BD
CRD#: 40418
AUSTIN, TX
Past
April 13, 1995 - July 2, 1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
Past
April 13, 1995 - July 2, 1996
OSAIC FA, INC.
BD
CRD#: 3978
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ARKADIOS WEALTH ADVISORS
1031 SOLUTIONS | ZIMCO CAPITAL | WHITESTONE WEALTH MANAGEMENT | WHEELER WEALTH | WEBB GARNER | WEALTHSTONE GROUP | WEALTH ARCHITECTS, INC. | TUCKER INVESTMENT COUNSEL | TNT FINANCIAL SERVICES, LLC | THOMPSON/PRATT CAPITAL MANAGEMENT LLC | THE OAK FINANCIAL GROUP | TEXAS REGIONAL BANK | TBAER WEALTH MANAGEMENT | STRIVE FINANCIAL | STEWARDSHIP WEALTH MANAGEMENT | SR BROWN FINANCIAL SERVICES | SOUTHPARK CAPITAL | SINCLAIR FINANCIAL | SHEPPARD MOSHER WEALTH MANAGEMENT | SELECT WEALTH ADVISORS LLC | SECURA WEALTH MANAGEMENT | RUSSELL TOTAL WEALTH AND WELLNESS | RIVERTAN FINANCIAL | REVOLUTION X | RESOURCE INVESTMENT ARCHITECTS | RBG CAPITAL | RANGER WEALTH | PROXIMITY FINANCIAL PARTNERS | PRESERVATION SPECIALISTS, LLC | PIEDMONT WEALTH PARTNERS | PERSONAL PORTFOLIOS | PERCH WEALTH | PEAK RETIREMENT GROUP | PARRY FINANCIAL ADVISORS | OAK FINANCIAL ADVISORS | NGC GLOBAL WEALTH MANAGEMENT | MOORE INVESTED | MONARCH CAPITAL ADVISORS | MCFARLIN CAPITAL, LLC | MATRIX WEALTH MANAGEMENT | KLESTINSKI RAPP MARMITT INVESTMENT COUNSEL | KINSHIP WEALTH PARTNERS | KG WEALTH | KEYSTONE CAPITAL PARTNERS GROUP | INTEGRITY FINANCIAL | HOLOS INTEGRATED WEALTH | HERITAGE PENSION ADVISORS | HARVEST WEALTH ADVISORS | GULF COAST WEALTH MANAGEMENT | GREGG LENTZ & ASSOCIATES | G.L. SMITH AND ASSOCIATES | FOUNDATION FINANCIAL GROUP | FORESIGHT FINANCIAL PARTNERS | EXCLUSIVE FINANCIAL RESOURCES | EXCLUSIVE ADVISORS LLC | EAST PACES GROUP | DOWNEAST PRIVATE WEALTH | CREATIVE CAPITAL WEALTH MANAGEMENT | CORBET CAPITAL | CLOVER CAPITAL PARTNERS | BOB BURKE FINANCIAL SERVICES | BLUECHIP WEALTH ADVISORS | BERG FINANCIALS | BANDER WEALTH MANAGEMENT | ARKADIOS WEALTH ADVISORS LLC | ARKADIOS WEALTH ADVISORS | AKERS FINANCIAL GROUP | AIM ADVISERS
CRD#: 288863 / SEC#: 801-110833
RIA
Registered Investment Advisory firm - (7/17/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(3/4/2022)
RR
Arkansas(1/13/2023)
RR
California(3/4/2022)
RR
Colorado(3/4/2022)
RR
Florida(1/13/2023)
RR
Massachusetts(1/13/2023)
RR
Michigan(3/4/2022)
RR
New Jersey(3/4/2022)
RR
New York(1/13/2023)
RR
Oregon(1/13/2023)
RR
Texas(3/4/2022)
IAR
Texas(3/4/2022)
RR
Washington(3/4/2022)
IAR
Washington(3/4/2022)
RR
Wisconsin(1/13/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
AW
ARKADIOS WEALTH ADVISORS
1031 SOLUTIONS | ZIMCO CAPITAL | WHITESTONE WEALTH MANAGEMENT | WHEELER WEALTH | WEBB GARNER | WEALTHSTONE GROUP | WEALTH ARCHITECTS, INC. | TUCKER INVESTMENT COUNSEL | TNT FINANCIAL SERVICES, LLC | THOMPSON/PRATT CAPITAL MANAGEMENT LLC | THE OAK FINANCIAL GROUP | TEXAS REGIONAL BANK | TBAER WEALTH MANAGEMENT | STRIVE FINANCIAL | STEWARDSHIP WEALTH MANAGEMENT | SR BROWN FINANCIAL SERVICES | SOUTHPARK CAPITAL | SINCLAIR FINANCIAL | SHEPPARD MOSHER WEALTH MANAGEMENT | SELECT WEALTH ADVISORS LLC | SECURA WEALTH MANAGEMENT | RUSSELL TOTAL WEALTH AND WELLNESS | RIVERTAN FINANCIAL | REVOLUTION X | RESOURCE INVESTMENT ARCHITECTS | RBG CAPITAL | RANGER WEALTH | PROXIMITY FINANCIAL PARTNERS | PRESERVATION SPECIALISTS, LLC | PIEDMONT WEALTH PARTNERS | PERSONAL PORTFOLIOS | PERCH WEALTH | PEAK RETIREMENT GROUP | PARRY FINANCIAL ADVISORS | OAK FINANCIAL ADVISORS | NGC GLOBAL WEALTH MANAGEMENT | MOORE INVESTED | MONARCH CAPITAL ADVISORS | MCFARLIN CAPITAL, LLC | MATRIX WEALTH MANAGEMENT | KLESTINSKI RAPP MARMITT INVESTMENT COUNSEL | KINSHIP WEALTH PARTNERS | KG WEALTH | KEYSTONE CAPITAL PARTNERS GROUP | INTEGRITY FINANCIAL | HOLOS INTEGRATED WEALTH | HERITAGE PENSION ADVISORS | HARVEST WEALTH ADVISORS | GULF COAST WEALTH MANAGEMENT | GREGG LENTZ & ASSOCIATES | G.L. SMITH AND ASSOCIATES | FOUNDATION FINANCIAL GROUP | FORESIGHT FINANCIAL PARTNERS | EXCLUSIVE FINANCIAL RESOURCES | EXCLUSIVE ADVISORS LLC | EAST PACES GROUP | DOWNEAST PRIVATE WEALTH | CREATIVE CAPITAL WEALTH MANAGEMENT | CORBET CAPITAL | CLOVER CAPITAL PARTNERS | BOB BURKE FINANCIAL SERVICES | BLUECHIP WEALTH ADVISORS | BERG FINANCIALS | BANDER WEALTH MANAGEMENT | ARKADIOS WEALTH ADVISORS LLC | ARKADIOS WEALTH ADVISORS | AKERS FINANCIAL GROUP | AIM ADVISERS
CRD#: 288863 / SEC#: 801-110833
RIA
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Contact information
Main Address
2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305
Mailing Address
Phone number
(404) 445-0035
Established
Firm type
Fiscal year end
# of Employees
188
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,091 |
| AUM (Assets Under Management) | $ 3,856,398,203 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
