Data / Investment advisers / Texas / Arkos Global Advisors, LLC
Arkos Global Advisors, LLC, Houston, TX: $1.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Arkos Global Advisors, LLC is an SEC registered investment adviser with its main office in Houston, Texas and reports $1.2 billion in regulatory assets under management in its Form ADV filed May 12, 2026. Its clients include high net worth individuals, charitable organizations and individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Arkos Global Advisors, LLC (CRD number 287466): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 287466
- SEC file number
- 801-110406
- SEC status
- Approved, effective April 14, 2017
- Main office
- 3306 Mercer St., Houston, TX 77027
- Phone
- (346) 352-2360
- Regulatory AUM
- $1,154,934,615 in the Form ADV filed May 12, 2026
- Discretionary AUM
- $1,154,934,615
- Accounts
- 444
- Employees
- 17, of which 11 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 161 | $934.7 million |
| Charitable organizations | 10 | $127.8 million |
| Individuals (other than high net worth individuals) | 271 | $92.4 million |
| Pension and profit sharing plans | 1 | $116,019 |
| Corporations or other businesses | 1 | $5,227 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.15 billion | March 27, 2026 |
| December 1, 2025 | $1.11 billion | November 13, 2025 |
Other advisers in Houston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Childress Capital Advisors, LLC | Houston | $1.21 billion | Not listed | adviserinfo.sec.gov |
| Autumn Lane Advisors, LLC | Houston | $1.20 billion | 13 | adviserinfo.sec.gov |
| Crossmark Wealth Management, LLC | Houston | $1.19 billion | Not listed | adviserinfo.sec.gov |
| The Capstreet Group, LLC | Houston | $1.16 billion | 5 | adviserinfo.sec.gov |
| Sarofim Realty Advisors LLC | Houston | $1.16 billion | 2 | adviserinfo.sec.gov |
| Oak Harvest Investment Services | Houston | $1.14 billion | Not listed | adviserinfo.sec.gov |
| The Clarus Group | Houston | $1.10 billion | Not listed | adviserinfo.sec.gov |
| Sequent Asset Management, LLC | Houston | $1.06 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Houston, TX
- Investment advisers in Texas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Arkos Global Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.