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Arkadios Wealth Advisors CRD 288863
$8.79B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kalos Capital, Inc. | Alpharetta | GA | 04/2013 | 03/2020 |
| Kalos Management | Alpharetta | GA | 04/2013 | 03/2020 |
| Mcfarlin Financial | Murfreesboro | TN | 06/2013 | Present |
| Arkadios Capital | Atlanta | GA | 03/2020 | Present |
| Arkadios Wealth Advisors | Atlanta | GA | 03/2020 | Present |
1. MALACHI 4 PUBLISHING, POSITION: PRESIDENT NATURE: WRITING AND PUBLISHING BOOKS, PUBLIC SPEAKING. INVESTMENT RELATED: NO NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 10 START DATE: 06/01/2010, ADDRESS: 1119 Virginia Ave, MURFREESBORO TN 37130 DESCRIPTION: WRITING, PUBLISHING, SPEAKING, PROMOTING MY BOOKS AND MYSELF AS A SPEAKER 2. McFarlin Capital LLC, Investment Related, 1119 Virginia Ave, Murfreesboro TN 37130, Nature & title of business: Member, President Nature: These activities are life insurance and fixed indexed annuity sales and advisory services to self-directed IRA investing (becoming landlord by purchasing local real estate inside of an IRA). NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2018DESCRIPTION: Consulting, Advising, educating clients on self-directed IRA investing, and fixed indexed annuities and life insurance purchases. 3. MoneyRecon, Is Not Investment Related, Moneyrecon.com c/of Hooten Household, 3523 Pershing Drive, Murfreesboro, TN, 37129, United States, Advice and referrals to potential customers, Marketing Consultant,5/4/2026,8 hours per month,0 hours per month during trading hours, Commission Compensation, "The software developer of this financial planning app has asked for my input on what financial calculators to include and asked my help in referrals to potential customers like financial advisors, bankers and employers. I have participated in some brain-storming sessions and offered to make some introductions to the app for him.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-09 |
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