CRD: 159418
Arkell Asset Management, LLC
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- Custodian
- Charles Schwab & Company · Goldman Sachs · Morgan Stanley
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-28-2011
- Office Locations
- 1
Office Locations
About Arkell Asset Management, LLC
Arkell Asset Management is a Bozeman, MT-based, fee-only fiduciary RIA (founded 2011) providing investment management, retirement planning, and comprehensive financial planning for individuals and families, with a specialty serving doctors and other medical professionals. The team includes a CFA charterholder and targets after-fee, after-tax, risk-adjusted returns, often implemented primarily with ETFs. Clients set their advisory fee, supporting cost transparency.
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 1 advisory representatives and 71 clients, or 71 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on July 15, 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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The full Arkell Asset Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TIMOTHY ROBERT RANDAK
President
- CRD
- #4614058
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,025,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,025,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Arkell Asset Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.