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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Alpha emberHarbor
- Established Date
- 04-14-2017
- Office Locations
- 2
Office Locations
About Arkos Global Advisors, LLC
Arkos Global Advisors is a Houston-based RIA focused on entrepreneurs, business owners, and executives, helping families steward wealth across generations. The team provides tailored financial planning and investment management to simplify complex balance sheets, mitigate risk, and execute legacy priorities, often coordinating tax, estate, and insurance needs. Client assets are primarily implemented via public funds and ETFs, with some private fund exposure, and are custodied with Schwab and Fidelity.
Team overview
Insights
Asset Classes
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CRM
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
JEFFREY ALAN THOMAS
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #1713517
- Ownership
- 50% but less than 75%
Monica Moses Agostinelli
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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LESTER M BRACKLEY
Director
- CRD
- #3072884
CRAIG CHAMBERS DAWSON
Director
- CRD
- #5479491
Value vital
Signal pioneer
- CRD
- #45089
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,154,934,615 | $2,601,204 |
| Non-Discretionary | $0 | -- |
| Total | $1,154,934,615 | $2,601,204 |
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Separately Managed Accounts
Total SMA Asset: $1,154,934,615
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,269,860,644 | 19.5% |
| Equity - Exchange | $449,335,305 | 6.9% |
| Cash | $1,146,130,632 | 17.6% |
| Private Funds | $1,341,493,808 | 20.6% |
| Municipal Bonds | $1,172,179,056 | 18.0% |
| U.S. Government/Agency | $1,133,106,420 | 17.4% |
| Total | $6,512,105,865 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN OPTIMA VERTEX | ALPHA BEACON | K2IL7IVV8 | SHGGO | 12.55% | $99,393,887 |
| ALPHA ATLAS | FRONTIER VALUE | FB60SEECN | FBQDU | 7.67% | $23,094,622 |
| GLACIER FOUNDATION | MOMENTUM CATALYST | X6BGOT5LE | OKG | 10.53% | $38,865,246 |
| TIMBER EAGLE | HORIZON ZENITH | DN5Z3ND9A | IPPWR | 7.83% | $80,992,876 |
| CAPITAL PIONEER NORTH | RADIAL PATHWAY | 6CGHGUTZO | ZQVPH | 6.99% | $107,880,454 |
| ZENITH DELTA MERIDIAN | FRONTIER DELTA | 6PLWKWQNY | EHCQW | 4.23% | $76,385,853 |
| VERTEX VITAL RIDGE | SUMMIT OPTIMA | G9829WEYT | YGDC | 8.88% | $117,196,547 |
| VALUE RIDGE | PRIME INSIGHT | 34LNUHVO6 | FFXC | 8.01% | $64,883,430 |