Arkos Global Advisors

What Arkos Global Advisors does

Arkos Global Advisors is a privately held, SEC-registered investment adviser (RIA) founded in 2017 and headquartered in Houston, Texas, with additional offices in Milton and Atlanta, Georgia. The firm serves ultra high net worth families and a niche it labels 'Generous Business Owners' (GBOs) — owners and executives whose personal balance sheet has outgrown their operating business — offering multi-generational wealth management grounded in explicit Christian values and a stated commitment to donate 30% of profits to charity. As of the available data, the firm manages $1.2B+ in assets across 425+ client households with 75+ years of combined advisor experience and a named team of roughly 16 professionals.

Name

Arkos Global Advisors

Legal name

Arkos Global Advisors, LLC

Website

https://arkosglobal.com

Company type

Private

Founded year

2017

Operating status

Operating

Short description

Arkos Global Advisors is a Houston-based, faith-aligned registered investment adviser managing $1.2B+ for ultra high net worth families and generous business owners across Texas and the Southeast, delivering multi-generational wealth, estate, and philanthropy planning through a proprietary Seven Pillars framework.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Values-Based/ESG & Impact-Focused RIAs (FSAAACAK)

akta.pro secondary industries

Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Wealth management services
• Investment advisory
• Estate planning
• Portfolio management
• Financial planning

Headquarters

HQ city

Houston

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management / Investment Advisory Fees: Arkos Global Advisors generates revenue through asset-based fees for investment advisory and wealth management services. As a registered investment adviser, they provide portfolio management, financial planning, estate planning, and related services to high net worth clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels8 records

Core offering

Arkos Global Advisors is a registered investment adviser providing purpose-driven wealth management for ultra high net worth families and generous business owners. The core offering integrates Investment Management using the proprietary 'Three Dials' methodology (Technical, Economic Fundamentals, and Valuation indicators) with a comprehensive Wealth Advisory service structured around the Seven Pillars framework—Lifestyle, Investments, Estate, Generosity, Next Gen, Business, and Team. Services are delivered through a team-based, faith-aligned advisory model and supported by a secure Digital Dashboard for account aggregation.

Product overview

Arkos Global Advisors offers a unified wealth management platform centered on purpose-driven financial advisory for generous business owners and high net worth families. The core offering integrates Investment Management (using the proprietary 'Three Dials' methodology), Wealth Advisory, and seven interconnected service pillars: Lifestyle, Investments, Estate, Generosity, Next Gen, Business, and Team. These pillars are designed to help families achieve a 'Full Inheritance' spanning Spiritual, Relational, Intellectual, Character, and Financial Capital. The platform includes supplementary features such as a digital dashboard for account aggregation and regular market commentary. Services are delivered through a team-based approach with advisors sharing Christian values and Biblical principles.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Disciplined investment management using the proprietary 'Three Dials' approach (Technical, Economic Fundamentals, and Valuation indicators) for passive investment with active overlay, providing portfolio growth balanced against market volatility. For ultra high net worth individuals, generous business owners, and multi-generational families.
• Wealth Advisory Holistic wealth management service for ultra high net worth and generous business owners, organized around the Seven Pillars of Wealth—Lifestyle, Investments, Estate, Generosity, Next Gen, Business, and Team—helping families align wealth with values and purpose across generations.

Quantifiable outcome

• $500MM+ donated to charitable organizations since 2017
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature4 records

Partnerships

Six partnerships are on record, tiered core and minor.

• National Christian FoundationcoreStrategic or Co-development PartnerChristian-focused philanthropic organization. Arkos partners with NCF for generosity and giving strategies, with Jeff Thomas serving on the Executive Board of National Christian Foundation of Houston.
• BiblicaminorStrategic or Co-development PartnerChristian publishing organization focused on making the Bible accessible. Listed as a partner in Arkos' generosity focus on evangelism.
• Hope InternationalminorStrategic or Co-development PartnerMicrofinance and economic development organization. Partner in Arkos' generosity initiatives.
• Compassion InternationalminorStrategic or Co-development PartnerChristian child sponsorship organization. Partner in Arkos' compassion and discipleship focus.
• Texas Ramp ProjectminorStrategic or Co-development PartnerNon-profit that builds wheelchair ramps for people who can't safely get in or out of their homes. Partner in community service and generosity initiatives.
• The Restoration TeamminorStrategic or Co-development PartnerNon-profit organization focused on home repair and community restoration. Partner in building ramps and community service projects.

Scale indicators7 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• Carson Group: Large RIA and coaching-centric advisory firm serving business owners and families with holistic financial planning. Comparable to Arkos on values-driven advisor development, business-owner focus, and integrated wealth/estate/giving planning.
• Mercer Advisors: Large national RIA delivering investment management, estate planning, tax, and family-office services to UHNW families. Comparable to Arkos on multi-generational wealth planning and integrated fiduciary offerings, at much greater national scale.
• Mariner Wealth Advisors: National RIA delivering fiduciary wealth advisory, estate planning, tax, and family-office services to UHNW clients and business owners. Comparable to Arkos on service breadth and HNW/UHNW target market, with much larger advisor headcount and AUM.
• Creative Planning: Large national RIA offering comprehensive wealth management, estate, tax, and investment services to HNW and UHNW households and business owners. Comparable to Arkos on core services (portfolio mgmt, business exit planning, family governance) at substantially greater scale.

Regional players

• Salient Partners: Texas-based investment and wealth advisory firm focused on HNW/UHNW families with multi-family-office services. Arkos director Craig Dawson previously served here, indicating direct comparability on Texas geography, HNW/UHNW clientele, and family-office service model.

Direct peers

• Buckingham Strategic Wealth: National RIA providing evidence-based investment management and comprehensive financial planning to HNW households, including business-owner exit and estate planning. Overlaps with Arkos on HNW target market, fiduciary model, and holistic wealth services.
• Moneta Group: Boutique-to-mid RIA specializing in HNW/UHNW wealth management, business exit planning, and family-office services. Closely comparable to Arkos on target market (HNW/UHNW and business owners), service mix, and emphasis on integrated multi-generational planning.
• Hightower Advisors: National RIA platform serving HNW/UHNW families with fiduciary advice, multi-family-office services, and business-owner planning. Notably, Arkos director Craig Dawson previously served at Hightower Texas, indicating direct overlap in client base, geography, and service model.
• Ronald Blue Trust: Faith-based, Christian-aligned RIA providing financial planning, investment management, and generosity/estate planning to high-net-worth families. Directly comparable to Arkos on values-based positioning, multi-generational wealth focus, and Christian philanthropy emphasis.
• Glassman Wealth Services: Boutique wealth advisory firm serving HNW families with integrated investment, estate, tax, and philanthropic planning. Comparable to Arkos on scale, multi-generational HNW focus, and emphasis on purpose-driven wealth stewardship.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/ArkosGlobalAdv
• YouTubeyoutube.com/channel/UCk4Xn0mHquiecy0xkVXmo8A
• Facebookfacebook.com/arkosglobal
• LinkedInlinkedin.com/company/arkosglobaladvisors
• Instagraminstagram.com/arkosglobaladvisors

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Arkos Global Advisors