Arkos Global Advisors
Arkos Global Advisors, LLC is a registered investment adviser headquartered in Houston, Texas. Founded in 2017, the firm is focused on delivering advisory and portfolio management services to individuals, families, and institutions. As of April 2025, Arkos manages over $1.1 billion in assets and employs around 19 professionals. Its operations are regulated by the SEC, and it primarily serves clients across the United States.
Investment Strategy
Arkos Global Advisors employs a diversified investment approach, emphasizing disciplined, long-term asset allocation and risk management for clients that include individuals, families, and institutional investors. The firm builds portfolios across multiple asset classes, including equities, fixed income, and alternative investments, often utilizing ETFs and mutual funds to achieve its client-centric, goals-based objectives. Their philosophy prioritizes tailored investment solutions, ongoing portfolio monitoring, and transparent, client-first fiduciary standards.
Top Holdings
Equity Positions (131)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD S&P 500 ETF | 14.82% | $106.8M | 187,979 | $422.40 | $568.03 | +$6.0M |
I IEFA | ISHARES CORE MSCI EAFE ETF | 10.01% | $72.1M | 863,907 | $69.42 | $83.48 | +$11.4M |
M MUB | ISHARES NATIONAL MUNI BOND ETF | 9.45% | $68.1M | 651,570 | $105.96 | $104.48 | -$8.1M |
B BND | VANGUARD TOTAL BOND MARKET ETF | 8.54% | $61.6M | 836,099 | $79.12 | $73.63 | -$1.1M |
I IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 7.27% | $52.4M | 546,785 | $95.04 | $95.77 | +$24.4M |