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Arkin Financial Advisors, LLC

Arkin Financial Advisors, LLC. CRD 166313

Arkin Financial Advisors, LLC logo

CRD: 166313

Arkin Financial Advisors, LLC

Savannah, GA, 31406
9123569222
www.arkinfa.com
$75.2M Total AUM
$75.2M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Vanguard
Clients
Retail and Institutional
Platforms
--
Established Date
01-03-2012
Office Locations
1

Office Locations

345 Commerical Drive Savannah GA

About Arkin Financial Advisors, LLC

Arkin Financial Advisors, LLC is a Savannah, GA RIA focused on retirement planning—helping pre‑retirees and retirees with Social Security/Medicare decisions, cash‑flow and goal planning, tax/insurance considerations, and ongoing portfolio management. Portfolios emphasize asset allocation using public funds (mutual funds/ETFs) with fixed income and real estate exposure; custody includes Charles Schwab and Vanguard.

Team overview

65 AVG AGE
$75.2M AVG AUM / ADVISOR
$4.4M AVG AUM / CLIENT
13.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Insight catalyst Optima momentum

Client Personas

Beacon delta Delta

Custodian

Radial Prime harbor Pioneer ember Peak

Fund Managers

Pathway

Investment Themes

Frontier

Investment Vehicles

Element element

Services

Bridge timber Vital Horizon Fusion alpha Fusion optima Timber foundation Fusion value Oak beacon Harbor beacon Meridian zenith

Owner & Executives

S

STEVEN MICHAEL ARKIN

Chief Compliance Officer, Financial Advisor, General Partner, Managing Member

CRD
#6141908
Ownership
75% or more
(467) 214-4577
harbor.radial@eaglecapital.com
in linkedin.com/in/vital-optima

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $75,176,639 --
Non-Discretionary $0 --
Total $75,176,639 --

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Separately Managed Accounts

Total SMA Asset: $75,176,639

$75.2M Total SMA
Public Funds:
26.6%
Equity - Exchange:
14.7%
Cash:
6.9%
Municipal Bonds:
37.8%
U.S. Government/Agency:
14.0%
Asset class Assets Assets %
Public Funds $641,738,563 26.6%
Equity - Exchange $354,644,995 14.7%
Cash $166,466,018 6.9%
Municipal Bonds $911,944,274 37.8%
U.S. Government/Agency $337,757,139 14.0%
Total $2,412,550,989 100.0%

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