TrueAdvisor
TrueAdvisor
CA
CA

Casey Arundel

Arkadios Wealth Advisors
12 Years of Experience
Atlanta, GA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Casey Arundel is a registered investment advisor at Arkadios Wealth Advisors, based in Atlanta, GA, with 12 years of industry experience. Casey 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

2827 Peachtree Road Suite 640, Atlanta, GA, 30305

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.
Employment Separation After Allegations
November 2024
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Casey is a member of the Board of Directors for the GT North Metro Alumni Club, a non-profit organization supporting GT Alumni since 2016. Casey also started Clover Capital Partners in November 2024, dedicating nearly full-time hours during securities trading hours.

Employment History
Current Registrations
Arkadios Wealth Advisors
February 2025 - Present · 1 yr 8 mos
Arkadios CapitalBroker
February 2025 - Present · 1 yr 8 mos
Previous Registrations
UBS Financial Services INC.
May 2015 - December 2024 · 9 yrs 7 mos
UBS Financial Services INC.Broker
May 2015 - December 2024 · 9 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2014 - May 2015 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2014 - May 2015 · 1 yr 3 mos
LPL Financial LLCBroker
October 2013 - February 2014 · 4 mos
State Registrations28 states
ALAZCACOCTDCFLGAIDILINLAMDMIMNMONCNJNYOHOKPARISCTXVAVTWV
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 Atlanta, GA →All financial advisors in Georgia →