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CRD#: 282710
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

ARKADIOS CAPITAL is located at 2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 and was first established at Atlanta, Georgia in 11/23/2015. After operating for 10 years, ARKADIOS CAPITAL has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of ARKADIOS CAPITAL’s clients are individuals and 0% of their clients are high net worth individuals. ARKADIOS CAPITAL has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at ARKADIOS CAPITAL are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access ARKADIOS CAPITAL‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at ARKADIOS CAPITAL. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for ARKADIOS CAPITAL Comes From

Understanding the Statistics for ARKADIOS CAPITAL and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305
Mailing Address
2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305
Firm Size
Medium
Phone Number
(404) 445-0035
Established
Georgia since 11/23/2015
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
ARKADIOS HOLDINGS, INC.OWNER
HARRISON, JOHN DORWARDEXECUTIVE DIRECTOR2361768
MILLER, NATALIE LANEFINOP, POO, PFO5627988
MILLICAN, DAVID YANCEY IVCEO2788060
SCHWARTZ, GARY STEVENCHIEF COMPLIANCE OFFICER2691699

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Advisor's working at ARKADIOS CAPITAL

Robert John Walczak

Robert John Walczak

IAR
RR
CRD#: 5378007
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Londonderry, NH 03053
Company:
ARKADIOS WEALTH ADVISORS
Disclosures:
Experience:
18 years
View Profile
Cory Singletary

Cory Singletary

IAR
RR
CRD#: 5861458
CFP®: Certified Financial Planner
Location:
Dothan, AL 36303
Company:
ARKADIOS WEALTH ADVISORS
Disclosures:
Experience:
15 years
View Profile
Todd Pershing Thornell

Todd Pershing Thornell

Todd P Thornell
IAR
RR
CRD#: 2947059
Location:
Dothan, AL 36303
Company:
ARKADIOS WEALTH ADVISORS
Disclosures:
Experience:
28 years
View Profile
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