Firm profile

ARKOS GLOBAL ADVISORS, LLC

HOUSTON, TXCRD 287466Latest ADV March 27, 2026

Arkos Global Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 27, 2026, reports $1.2B in regulatory assets under management, 17 employees, 1 office, and 444 accounts.

Assets Under Management
$1.2B
Employees
17
Offices
1 office
Total Clients
444
Primary office
HOUSTON, TX
4400 POST OAK PKWY, STE. 1950, HOUSTON, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOJeffrey A. Thomas
CCOMonica M. Agostinelli

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 61.0% of total clients.
Top client categories% of clientsClients
1
Individuals
61.0%
271
2
HNWI
36.3%
161
3
Charitable
2.3%
10
4
Pension Plans
0.2%
1
5
Corporations
0.2%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.2Bas of March 27, 2026
Discretionary100.0%
$1.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.2B
Total Accounts444
10Y AUM Change+$1.2B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees17
Clients per Employee26:1
10Y Employee Change+10 (+142.9%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.