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Robert Douglass

Arkadios Wealth Advisors
25 Years of Experience
Atlanta, GA
2 DisclosuresBroker
View SEC Summary
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Robert Douglass is a CFA-designated registered investment advisor at Arkadios Wealth Advisors, based in Atlanta, GA, with 25 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 14,886 clients with $8.8B in assets under management.

Arkadios Wealth Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
225 advisors
Number of Clients
14,886 clients
Average Client Portfolio
$590K average
Assets Under Management
$8.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K+1.50%

Rates reflect maximum annual fees for Crest Accounts. Third-party manager accounts have a separate schedule ranging up to 2.25%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1380 West Paces Ferry Road, Suite 2240, Atlanta, GA, 30327

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 2021
Customer Dispute
May 2021
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robert is a managing partner at Corbet Capital Advisors, providing investment advisory services since 2022. He spends about a quarter of his time on this, including time during trading hours, and receives commission compensation as an independent contractor.

Employment History
Current Registrations
Arkadios Wealth Advisors
November 2021 - Present · 4 yrs 11 mos
Arkadios CapitalBroker
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
November 2014 - November 2021 · 7 yrs
J.P. Morgan Securities LLC
November 2014 - November 2021 · 7 yrs
Credit Suisse Securities (USA) LLC
September 2004 - December 2014 · 10 yrs 3 mos
Credit Suisse Securities (USA) LLCBroker
January 2004 - December 2014 · 10 yrs 11 mos
Goldman, Sachs & CO.Broker
October 2000 - January 2004 · 3 yrs 3 mos
State Registrations12 states
ALCAFLGALAMANCSCTNTXUTVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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