Arkadios Wealth Advisors Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 288863
· SEC file 801-110833
· Atlanta, GA
· www.linkedin.com
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ADV data as of Jun 09, 2026
- Regulatory AUM
- $8.8B
- Discretionary
- $8.8B
- Clients
- 14,886
- Avg AUM / client
- $590K
- Accounts
- 14,886
- Employees
- 188
AUM over time
$0
$8.8B
Jun 2017
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 13,556 | $4.1B | 46.8% |
| High net worth individuals | 764 | $3.3B | 37.3% |
| Pension and profit sharing plans | 29 | $35.0M | 0.4% |
| Charitable organizations | 16 | $59.8M | 0.68% |
| Corporations and other businesses | 521 | $1.3B | 14.8% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Mengel, Metzger, Barr & Co. Llp Retirement Savings Plan Mengel, Metzger, Barr & Co. Llp | Fairport, NY | 2024 |
People (224)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Yancey Millican | Managing Member/Ceo | Jun 2017 (9y) | ≈ 56.25% – 100% via Arkadios Holdings | |
| Mielnicki, Christopher, John | Elected Manager | Mar 2024 (2y) | Less than 5% | |
| Evans, Holly | Elected Manager | Jun 2024 (2y) | Less than 5% | |
| Kiliaen Van Rensselaer Ludlow | Elected Manager | Jun 2024 (2y) | Less than 5% | |
| Tarbutton, Hugh, Mc Master | Coo | Jun 2024 (2y) | Less than 5% | |
| Mc Comb, Max, Michael | Chief Compliance Officer | Oct 2024 (2y) | Less than 5% | |
| Schwartz, Gary, Steven | Elected Manager | Oct 2024 (2y) | Less than 5% | |
| John Dorward Harrison | Registered representative | Nov 2017 (9y) | ||
| Michael Joseph Sievert | Registered representative | CFP | Feb 2018 (8y) | |
| Jason Corey Griggs | Registered representative | Mar 2018 (8y) | ||
| Stanley Lewandoski | Registered representative | Apr 2018 (8y) | ||
| Dale Clayton Farmer | Registered representative | May 2018 (8y) | ||
| Gregg S Lentz | Registered representative | Chartered Financial Consultant | Jun 2018 (8y) | |
| Matt Porter | Registered representative | Jun 2018 (8y) | ||
| Javier F Reyes Colon | Registered representative | Oct 2018 (8y) | ||
| Joseph Bruce Patire | Registered representative | Oct 2018 (8y) | ||
| Patrick Carpenter | Registered representative | CFA | Oct 2018 (8y) | |
| David Neilson Summers | Registered representative | CFA | Oct 2018 (8y) | |
| Michael Watson Belote | Registered representative | Oct 2018 (8y) | ||
| Enrique Lopez | Registered representative | Dec 2018 (8y) | ||
| William Ross Nelson | Registered representative | Jan 2019 (8y) | ||
| German Miguel Chaves | Registered representative | Feb 2019 (7y) | ||
| Patrick Warren Simpkins | Registered representative | Mar 2019 (7y) | ||
| Ronald Norman York | Registered representative | Apr 2019 (7y) | ||
| Alan Stuart Berger | Registered representative | May 2019 (7y) | ||
| Janet Santa Sherry | Registered representative | CFP | May 2019 (7y) | |
| Jonathan Michael Rotz | Registered representative | CFP | Jul 2019 (7y) | |
| James Anthony Parry | Registered representative | Chartered Financial Consultant | Jul 2019 (7y) | |
| Suzanne Wheeler | Registered representative | Aug 2019 (7y) | ||
| Ke Minh Dao | Registered representative | Sep 2019 (7y) | ||
| Charles Alexander Smith | Registered representative | CFP | Nov 2019 (7y) | |
| David Steven Hyman | Registered representative | Dec 2019 (7y) | ||
| Ronnie D Howard | Registered representative | Jan 2020 (7y) | ||
| Jamie Edward Fang | Registered representative | Jan 2020 (7y) | ||
| Stephen John Ferencik | Registered representative | Apr 2020 (6y) | ||
| William Louis Herford | Registered representative | Chartered Financial Consultant | May 2020 (6y) | |
| Matthew Dunning Pratt | Registered representative | Chartered Financial Consultant | May 2020 (6y) | |
| Randolph Bernard Autrey | Registered representative | May 2020 (6y) | ||
| Terry Boyd Domm | Registered representative | Jun 2020 (6y) | ||
| Mark Hearne Tucker | Registered representative | CFA | Aug 2020 (6y) | |
| Blayne Allen Andersen | Registered representative | CFP | Oct 2020 (6y) | |
| Jonathan Drew Keller | Registered representative | Feb 2021 (5y) | ||
| Matthew Bradley Brozik | Registered representative | Apr 2021 (5y) | ||
| Benjamin Carney Bateman | Registered representative | May 2021 (5y) | ||
| Frank B Hanna | Registered representative | Chartered Financial Consultant | May 2021 (5y) | |
| Bryan R Cogliano | Registered representative | CFP | May 2021 (5y) | |
| John Hooper Mckee | Registered representative | Jul 2021 (5y) | ||
| James Lee Rodgers | Registered representative | Oct 2021 (5y) | ||
| Jeremy Joseph Vernor | Registered representative | Oct 2021 (5y) | ||
| Shelby Dean Moore | Registered representative | Oct 2021 (5y) | ||
| Andrew Lee Couch | Registered representative | Oct 2021 (5y) | ||
| Ricky Randon Moore | Registered representative | Oct 2021 (5y) | ||
| Robert Allen Douglass | Registered representative | CFA | Nov 2021 (5y) | |
| Luis De Jesus Aponte | Registered representative | Dec 2021 (5y) | ||
| Jon Cody Olson | Registered representative | Dec 2021 (5y) | ||
| Curtis Wayne Campbell | Registered representative | Jan 2022 (5y) | ||
| Michael Kim Chrysler | Registered representative | Jan 2022 (5y) | ||
| Scott James Langham | Registered representative | Jan 2022 (5y) | ||
| Kyle Max Stodtmeister | Registered representative | Jan 2022 (5y) | ||
| Patrick Joseph Lynch | Registered representative | Mar 2022 (4y) | ||
| Steve James Markey | Registered representative | Mar 2022 (4y) | ||
| Paul Judson Pilcher | Registered representative | Apr 2022 (4y) | ||
| Mark Steven Wilson | Registered representative | Chartered Financial Consultant | Apr 2022 (4y) | |
| Marlene Annette Dattilo | Registered representative | CFP | Apr 2022 (4y) | |
| Matthew Mcduffie Roberts | Registered representative | May 2022 (4y) | ||
| Robert Burdick Warnock | Registered representative | May 2022 (4y) | ||
| Thomas Fuller Lance | Registered representative | May 2022 (4y) | ||
| Conner Berry | Registered representative | May 2022 (4y) | ||
| Patrick Joseph Connolly | Registered representative | Jun 2022 (4y) | ||
| Patrick Arthur Strubbe | Registered representative | Aug 2022 (4y) | ||
| Bernard Philip Mcvey | Registered representative | Aug 2022 (4y) | ||
| Brian Alan Akers | Registered representative | CFP | Aug 2022 (4y) | |
| Jeffery Larry Akers | Registered representative | CFP | Aug 2022 (4y) | |
| Matthew Terry | Registered representative | Aug 2022 (4y) | ||
| Zachary Taylor Zimcosky | Registered representative | Aug 2022 (4y) | ||
| Alexander Joseph Monk | Registered representative | CFP | Aug 2022 (4y) | |
| Jason James Mosher | Registered representative | CFP | Aug 2022 (4y) | |
| Michael R Baer | Registered representative | Aug 2022 (4y) | ||
| Timothy Edward Zimcosky | Registered representative | CFP | Aug 2022 (4y) | |
| Iain Lesslie Chase Brackstone | Registered representative | Aug 2022 (4y) | ||
| Janet Long Correll | Registered representative | Aug 2022 (4y) | ||
| John Amirault Farley | Registered representative | Aug 2022 (4y) | ||
| Jonathan Hogan | Registered representative | Aug 2022 (4y) | ||
| Steven Michael Grubner | Registered representative | Aug 2022 (4y) | ||
| Scott R Brown | Registered representative | Chartered Financial Consultant | Aug 2022 (4y) | |
| Thomas Michael Baer | Registered representative | Sep 2022 (4y) | ||
| Lenajo Marie Hartley | Registered representative | Oct 2022 (4y) | ||
| Joseph Paul Franco | Registered representative | Oct 2022 (4y) | ||
| Michael Huston Torrey | Registered representative | CFP | Nov 2022 (4y) | |
| Evan Lockwood | Registered representative | Dec 2022 (4y) | ||
| Michael Alexander Kearney | Registered representative | Feb 2023 (3y) | ||
| Glen V Guglielmina | Registered representative | Feb 2023 (3y) | ||
| Nathan Miles Stibbs | Registered representative | Mar 2023 (3y) | ||
| Gerald Allen Garner | Registered representative | May 2023 (3y) | ||
| Mem Stewart Webb | Registered representative | May 2023 (3y) | ||
| Robert James Burke | Registered representative | Jun 2023 (3y) | ||
| Derek Alexander Ruiz | Registered representative | Jun 2023 (3y) | ||
| Matthew Thomas Jones | Registered representative | CFP | Jun 2023 (3y) | |
| Stephen Michael Nelson | Registered representative | Jul 2023 (3y) | ||
| Blake Donald Floyd | Registered representative | Jul 2023 (3y) | ||
| Nicholas Thomas Stafford | Registered representative | CFA | Jul 2023 (3y) | |
| Henry Bertram Moog | Registered representative | Aug 2023 (3y) | ||
| Michael Jerome Sinclair | Registered representative | Chartered Financial Consultant | Aug 2023 (3y) | |
| Kendall Southerland Dubose | Registered representative | CFP | Aug 2023 (3y) | |
| David Timothy Short | Registered representative | Aug 2023 (3y) | ||
| Kira Marie Dennis | Registered representative | Aug 2023 (3y) | ||
| Ross Ballard Wyatt | Registered representative | Sep 2023 (3y) | ||
| Eric Michael Sievert | Registered representative | Sep 2023 (3y) | ||
| Hays Evans | Registered representative | Oct 2023 (3y) | ||
| Michael Scott Walling | Registered representative | Nov 2023 (3y) | ||
| Steven Parker Lichtblau | Registered representative | Chartered Financial Consultant | Nov 2023 (3y) | |
| Charles Tyler Walling | Registered representative | Nov 2023 (3y) | ||
| Christopher Daniel Gee | Registered representative | CFA | Nov 2023 (3y) | |
| Timothy Michael Sperling | Registered representative | Dec 2023 (3y) | ||
| Jitender C. Gidwani | Registered representative | Dec 2023 (3y) | ||
| Quinlan Leary | Registered representative | Jan 2024 (3y) | ||
| David Christopher Elliott | Registered representative | Feb 2024 (2y) | ||
| Louis Anthony Tucci | Registered representative | Feb 2024 (2y) | ||
| Thomas Oakley Moore | Registered representative | CFP | Mar 2024 (2y) | |
| Paulo M Aguilar | Registered representative | May 2024 (2y) | ||
| Susan Christine Plunkett Barese | Registered representative | May 2024 (2y) | ||
| Lee Wilson | Registered representative | Jun 2024 (2y) | ||
| Andrew David Griglock | Registered representative | Jun 2024 (2y) | ||
| David Gareth Pullen | Registered representative | Jun 2024 (2y) | ||
| Keith Gregory Laterrade | Registered representative | CFP | Jun 2024 (2y) | |
| Patrick Gerard Talamo | Registered representative | Jun 2024 (2y) | ||
| Robert Lee Parker | Registered representative | Jun 2024 (2y) | ||
| Scott B Sloan | Registered representative | Jun 2024 (2y) | ||
| Slade Mccoll Simons | Registered representative | Jun 2024 (2y) | ||
| Troy James Richards | Registered representative | Jun 2024 (2y) | ||
| Zachary Thomas Gorres | Registered representative | Jun 2024 (2y) | ||
| Alfredo J Martinez | Registered representative | Jun 2024 (2y) | ||
| Evangelist Jason King | Registered representative | Jun 2024 (2y) | ||
| Ryann Louis Gallois | Registered representative | Jun 2024 (2y) | ||
| Kay S Wilson | Registered representative | Jul 2024 (2y) | ||
| Chris R. Albertson | Registered representative | Jul 2024 (2y) | ||
| Christopher Trent Cottrell | Registered representative | Jul 2024 (2y) | ||
| Robert Elkin Hill | Registered representative | Jul 2024 (2y) | ||
| Robert James Fitzgerald | Registered representative | Jul 2024 (2y) | ||
| Tyler Scott Maness | Registered representative | Jul 2024 (2y) | ||
| Tyler James Holloway | Registered representative | Jul 2024 (2y) | ||
| Alan Joseph Sievert | Registered representative | Jul 2024 (2y) | ||
| Burwell Spurlock Geiger | Registered representative | Sep 2024 (2y) | ||
| Christopher Dean Oden | Registered representative | CFP | Sep 2024 (2y) | |
| Morgan Geiger | Registered representative | Sep 2024 (2y) | ||
| Clay Crawford Ellis | Registered representative | Sep 2024 (2y) | ||
| James Andrew Michaels | Registered representative | Sep 2024 (2y) | ||
| Patrick Rankin Chitwood | Registered representative | Chartered Financial Consultant | Oct 2024 (2y) | |
| Mark Alan Thompson | Registered representative | Oct 2024 (2y) | ||
| Scott Peter Mullady | Registered representative | Oct 2024 (2y) | ||
| Jennifer Michelle Bradley | Registered representative | Oct 2024 (2y) | ||
| Henry Mc Willie Zook | Registered representative | Nov 2024 (2y) | ||
| Frank Tamplin | Registered representative | CFP | Nov 2024 (2y) | |
| Caroline Marrocco Garvey | Registered representative | Nov 2024 (2y) | ||
| Victoria Arguello Solorzano | Registered representative | Nov 2024 (2y) | ||
| Alexander R. Marmitt | Registered representative | Dec 2024 (2y) | ||
| Noah Daniel Akers | Registered representative | Dec 2024 (2y) | ||
| June Kathleen Dinardo | Registered representative | Dec 2024 (2y) | ||
| Martin Hunter Mcfarlin | Registered representative | Jan 2025 (2y) | ||
| Stanton Price Wheeler | Registered representative | Jan 2025 (2y) | ||
| Justin Michael Klestinski | Registered representative | CFA | Jan 2025 (2y) | |
| James John Rapp | Registered representative | Jan 2025 (2y) | ||
| Kevin Whitworth | Registered representative | Jan 2025 (2y) | ||
| Casey Arundel | Registered representative | Feb 2025 (1y) | ||
| Cordero Eden Lopez | Registered representative | Feb 2025 (1y) | ||
| Alyssa Elaine Dorn | Registered representative | Mar 2025 (1y) | ||
| Jonathan D Lindner | Registered representative | CFP | Mar 2025 (1y) | |
| Andrew John Dinkelmeyer | Registered representative | Apr 2025 (1y) | ||
| Rohan C Somar Jr | Registered representative | Apr 2025 (1y) | ||
| Rebekah Anne Quinlan | Registered representative | May 2025 (1y) | ||
| Mingqi Jennifer Li | Registered representative | Jun 2025 (1y) | ||
| Jack Peter Cannata | Registered representative | CFP | Jun 2025 (1y) | |
| Joshua Peter Cannata | Registered representative | Chartered Financial Consultant | Jun 2025 (1y) | |
| Lindsey Anne Cannata | Registered representative | CFP | Jun 2025 (1y) | |
| Nicholas Molite | Registered representative | Jun 2025 (1y) | ||
| Philip Simone | Registered representative | CFP | Jul 2025 (1y) | |
| Charles Thomas Lee | Registered representative | Aug 2025 (1y) | ||
| Christy S Coskrey | Registered representative | Aug 2025 (1y) | ||
| Cory Singletary | Registered representative | CFP | Aug 2025 (1y) | |
| Dawn Michelle Johnson | Registered representative | Aug 2025 (1y) | ||
| George Malone Liddon | Registered representative | Aug 2025 (1y) | ||
| Jonathan D Lee | Registered representative | CFP | Aug 2025 (1y) | |
| Joseph H Johnson | Registered representative | Aug 2025 (1y) | ||
| Lee Eric Forehand | Registered representative | Aug 2025 (1y) | ||
| Todd Pershing Thornell | Registered representative | Aug 2025 (1y) | ||
| Jason Michael Mosher | Registered representative | Aug 2025 (1y) | ||
| Mason Scott King | Registered representative | Aug 2025 (1y) | ||
| Robert John Walczak | Registered representative | CFP | Sep 2025 (1y) | |
| Rogers Haydon | Registered representative | Sep 2025 (1y) | ||
| Nicholas A Salas | Registered representative | Sep 2025 (1y) | ||
| Alex Henry Rusinowitz | Registered representative | CFP CFA | Oct 2025 (1y) | |
| Louis M Rusinowitz | Registered representative | CFP | Oct 2025 (1y) | |
| Maurice James Acriche | Registered representative | Oct 2025 (1y) | ||
| Elisha Luke Mc Farlin | Registered representative | Oct 2025 (1y) | ||
| Jeremie Berrett | Registered representative | CFP | Nov 2025 (1y) | |
| Ginger Marie Kessel | Registered representative | Nov 2025 (1y) | ||
| John Kennedy Kelly | Registered representative | Nov 2025 (1y) | ||
| Matthew John Lemen | Registered representative | Jan 2026 (1y) | ||
| William Jack Haskins | Registered representative | Jan 2026 (1y) | ||
| Kenneth Whitney Brown | Registered representative | Jan 2026 (1y) | ||
| Cameron Rafati | Registered representative | Feb 2026 (0y) | ||
| Barry Park Dow | Registered representative | Feb 2026 (0y) | ||
| Daniel Benjamin Kistler | Registered representative | Feb 2026 (0y) | ||
| Samuel Ian Huff | Registered representative | Feb 2026 (0y) | ||
| Cary Lynn Hise | Registered representative | Feb 2026 (0y) | ||
| Charles Albert Strickland | Registered representative | Feb 2026 (0y) | ||
| Nolan Thomas Clifford | Registered representative | Feb 2026 (0y) | ||
| Austin Kunzler | Registered representative | CFP | Mar 2026 (0y) | |
| Michael Conrad Kunzler | Registered representative | CFP Chartered Financial Consultant | Mar 2026 (0y) | |
| Tyler Gregory Steinkopf | Registered representative | CFP Chartered Financial Consultant | Mar 2026 (0y) | |
| Raymond Martin | Registered representative | Mar 2026 (0y) | ||
| Matthew Marcus | Registered representative | Mar 2026 (0y) | ||
| Felipe Jose De Juan Hernandez | Registered representative | Mar 2026 (0y) | ||
| Nicholas Weiss | Registered representative | Mar 2026 (0y) | ||
| Charles James Wetzel | Registered representative | CFP | Mar 2026 (0y) | |
| Jason Weisfeld | Registered representative | Apr 2026 (0y) | ||
| Catherine Benson Knowles | Registered representative | Apr 2026 (0y) | ||
| Charles Allen Ratliff | Registered representative | Apr 2026 (0y) | ||
| Robert Michael Childs | Registered representative | May 2026 (0y) | ||
| Justin Earl Hensel | Registered representative | May 2026 (0y) | ||
| James William Olsen | Registered representative | CFP | May 2026 (0y) | |
| Richard Clinton Sands | Registered representative | Jun 2026 (0y) | ||
| Jeffrey William Keefe | Registered representative | Jun 2026 (0y) | ||
| Dallin Robert Myers | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Arkadios Holdings | Owner | Jun 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- David Yancey Millican: 75% – 100% of Arkadios Holdings × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Mengel, Metzger, Barr & Co. Llp Retirement Savings Plan | Mengel, Metzger, Barr & Co. Llp | 199 | $68.7M | 10/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/09/2026 | 1.67 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- National Financial Services (Fidelity) $5.6B (64% of AUM) Jun 2026
- Fidelity Brokerage Services $1.7B (19% of AUM) Jun 2026
- Charles Schwab & Co. $1.4B (16% of AUM) Jun 2026
- Equity Trust Company $48.6M (6% of AUM) Feb 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 09, 2026.
View current Form ADV (SEC/IAPD) ↗