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ARKAGOS ADVISORS & ASSET MANAGEMENT, INC.

Advisory

ALEXANDRIA, VA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in VA

#523

of 588 advisers by AUM

Average account

$576K

across 112 accounts

AUM per adviser

$65M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$65M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$65M

Discretionary AUM$44M

Non-Discretionary AUM$21M

Discretionary %68.1%

Total Clients112

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, MD, NC, TX, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

112 clients

56 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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