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Steve James Markey

ARKADIOS WEALTH ADVISORS
San Antonio, TX
·CRD# 2591317·31 years experience

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.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

31 years in the financial services industry

Current & Past Employments

ARKADIOS WEALTH ADVISORS·CRD# 288863
RIA
1100 Ne Loop 410 Suite 300, San Antonio, TX 78209
March 4, 2022 - Present
ARKADIOS CAPITAL·CRD# 282710
BD
8603 Crownhill Blvd Suite 1, San Antonio, TX 78209
March 4, 2022 - Present
SECURITIES AMERICA ADVISORS, INC.·CRD# 110518
RIA
San Antonio, TX
July 17, 2020 - March 4, 2022
SECURITIES AMERICA, INC.·CRD# 10205
BD
San Antonio, TX
July 17, 2020 - March 4, 2022
INVESTACORP ADVISORY SERVICES INC·CRD# 109011
RIA
San Antonio, TX
August 1, 2006 - July 17, 2020
INVESTACORP, INC.·CRD# 7684
BD
San Antonio, TX
July 20, 2006 - July 17, 2020
OSAIC FA, INC.·CRD# 3978
RIA
San Antonio, TX
September 25, 1998 - August 2, 2006
OSAIC FA, INC.·CRD# 3978
BD
San Antonio, TX
September 24, 1998 - August 2, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY·CRD# 2580
BD
San Antonio, TX
August 8, 1996 - June 5, 2006
RIVERSTONE WEALTH MANAGEMENT, INC.·CRD# 40418
BD
Austin, TX
July 1, 1996 - November 16, 1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY·CRD# 2580
BD
April 13, 1995 - July 2, 1996
OSAIC FA, INC.·CRD# 3978
BD
April 13, 1995 - July 2, 1996

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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 | TELOS PRIVATE WEALTH | 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 | MONOGRAM WEALTH PARTNERS | MONARCH CAPITAL ADVISORS | MCFARLIN CAPITAL, LLC | MATRIX WEALTH MANAGEMENT | LEGACY INVESTMENT STRATEGIES, LLC | LEGACY FINANCIAL GA | LCG 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 | GL CAPITAL ADVISORS | 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 | COMPASS FINANCIAL SERVICES | 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 - SEC (7/17/2017 Approved)

Contact Information

Main Address

2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305

Phone Number

(404) 445-0035

# of Employees

188

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (6/9/2026)

Regulatory Assets Under Management

Total Number of Accounts

14,886

AUM (Assets Under Management)

$8,789,840,262

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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.

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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 | TELOS PRIVATE WEALTH | 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 | MONOGRAM WEALTH PARTNERS | MONARCH CAPITAL ADVISORS | MCFARLIN CAPITAL, LLC | MATRIX WEALTH MANAGEMENT | LEGACY INVESTMENT STRATEGIES, LLC | LEGACY FINANCIAL GA | LCG 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 | GL CAPITAL ADVISORS | 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 | COMPASS FINANCIAL SERVICES | 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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
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
Michigan
(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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 1995About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 1995About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Dec 2003About the Series 24 exam

Series 27 — Financial and Operations Principal Examination

Passed Oct 1996About the Series 27 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Steve James Markey's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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