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- Custodian
- Fidelity/NFS ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-08-2020
- Office Locations
- 2
Office Locations
About ARK Alliance Financial LLC
Ark Alliance Financial is a Texas-based advisory firm focused on individuals and couples nearing retirement. The team helps clients clarify goals, organize their financial life, and implement tax-efficient planning aligned with family and charitable priorities. Portfolios are built around asset allocation and risk management using vehicles such as ETFs and mutual funds, with access to annuity solutions. The firm custodians with Fidelity/NFS and leverages Envestnet/Tamarac tools.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 95 clients, or 47.5 clients per representative. That equates to $880.7K in reported AUM per client.
The profile lists 2 reported office locations and 5 years in operation. The source data was last updated on July 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
ANIL CHACKO
Financial Advisor, General Partner, Managing Member
- CRD
- #4471643
- Ownership
- 50% but less than 75%
DARIN RAY WOMBLE
Chief Compliance Officer, Managing Member
- CRD
- #5133793
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,665,845 | -- |
| Non-Discretionary | $0 | -- |
| Total | $83,665,845 | -- |
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Separately Managed Accounts
SMA allocation detail is available
ARK Alliance Financial LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.