TrueAdvisor
TrueAdvisor
BD
BD

Barry Dow

Arkadios Wealth Advisors
21 Years of Experience
Suwanee, GA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Barry Dow is a registered investment advisor at Arkadios Wealth Advisors, based in Suwanee, GA, with 21 years of industry experience. Barry 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
220 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

Suwanee, GA

Get directions

History

Regulatory History (1)
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.
Customer Dispute
December 2023
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Barry is the president of Oaktree Consulting, an internet and marketing consulting business, and spends minimal time there. He also buys and sells coins and collectibles, spending minimal time on that activity as well.

Employment History
Current Registrations
Arkadios Wealth Advisors
February 2026 - Present · 8 mos
Arkadios Capital
February 2026 - Present · 8 mos
Arkadios CapitalBroker
February 2026 - Present · 8 mos
Previous Registrations
Dempsey Lord Smith, LLC
January 2026 - February 2026 · 1 mo
Cambridge Investment Research Advisors, INC.
December 2025 - February 2026 · 2 mos
Cambridge Investment Research, INC.Broker
November 2025 - February 2026 · 3 mos
Retirement Cash Flow Group, LLC
April 2019 - September 2020 · 1 yr 5 mos
Roger's Retirement Readiness Alliance LLC
March 2018 - December 2018 · 9 mos
Dempsey Lord Smith, LLC
January 2018 - December 2025 · 7 yrs 11 mos
Dempsey Lord Smith, LLCBroker
August 2017 - November 2025 · 8 yrs 3 mos
Sequence Financial Specialists LLCBroker
August 2016 - August 2017 · 1 yr
Anthem Securities, INC.Broker
February 2008 - June 2016 · 8 yrs 4 mos
Wells Investment Securities,inc.Broker
November 2004 - August 2007 · 2 yrs 9 mos
State Registrations18 states
ALARCACOCTFLGALAMDMIMNNCNYOHPASCSDTX
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.
More Advisors
More financial advisors in Suwanee, GA →All financial advisors in Georgia →