Wealth Manager
    SEC Registered
    Manages Private Funds

    Arkadios Wealth Advisors

    Registered investment advisor · Atlanta, Georgia · CRD #288863

    Assets Under Management
    $8.8B
    Client Accounts
    14,886
    Employees
    188
    CRD Number
    288863
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc, Fidelity Brokerage Services Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Arkadios Wealth Advisors

    Arkadios Capital is a hybrid broker-dealer and private wealth management firm based in Atlanta, Georgia. Founded in 2016 by David Y. Millican IV, the company supports independent financial advisors with a flexible platform designed for entrepreneurial independence and growth. With a network of investment professionals across 33 states, Arkadios addresses broker-dealer consolidation by offering customized support, advanced technology, and resources to help advisors enhance their enterprise value

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Arkadios Wealth Advisors

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    Frequently Asked Questions

    What is Arkadios Wealth Advisors's AUM?

    Arkadios Wealth Advisors reports approximately $8.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Arkadios Wealth Advisors headquartered?

    Arkadios Wealth Advisors is headquartered in Atlanta, Georgia.

    What is Arkadios Wealth Advisors's CRD number?

    Arkadios Wealth Advisors's CRD number is 288863. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Arkadios Wealth Advisors manage?

    Arkadios Wealth Advisors manages approximately 14,886 client accounts according to its latest SEC filing.

    Is Arkadios Wealth Advisors SEC registered?

    Yes, Arkadios Wealth Advisors is registered with the SEC as an investment adviser with an approved registration status.

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