ARKOS GLOBAL ADVISORS, LLC
CRD #287466 SEC #801-110406 HOUSTON, TX (346) 352-2360
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
19
Clients
26
Accounts
1,229
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 13, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Agostinelli, Monica, Moses | I | CHIEF COMPLIANCE OFFICER | NA | |
| Agostinelli, Monica, Moses | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Agostinelli, Monica, Moses | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Agostinelli, Monica, Moses | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Agostinelli, Monica, Moses | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BERNSTEIN, DANIEL, ADAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| INTERIM HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | E | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | E | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | E | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | E | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | E | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | E | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | E | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | E | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | E | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | E | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | E | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | D | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | D | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | D | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | D | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | D | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | D | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | D | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | D | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | D | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | D | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | D | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | D | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | D | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | D | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | D | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | D | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | D | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | D | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | D | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | D | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | D | Control |
| THOMAS, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER AND MEMBER | D | Control |
| THOMAS, JEFFREY, ALAN | I | CEO/MEMBER | D | Control |
| THOMAS, JEFFREY, ALAN | I | CEO/MEMBER | D | Control |
| THOMAS, JEFFREY, ALAN | I | CEO/MEMBER | D | Control |
| THOMAS, JEFFREY, ALAN | I | CEO/MEMBER | D | Control |
| THOMAS, JEFFREY, ALAN | I | CEO/MEMBER | D | Control |
| ARCHETYPE WEALTH PARTNERS, LTD. | DE | ARCHETYPE WEALTH PARTNERS, LTD. | C | |
| ARCHETYPE WEALTH PARTNERS, LTD. | DE | ARCHETYPE WEALTH PARTNERS, LTD. | C | |
| ARCHETYPE WEALTH PARTNERS, LTD. | DE | ARCHETYPE WEALTH PARTNERS, LTD. | C | |
| ARCHETYPE WEALTH PARTNERS, LTD. | DE | ARCHETYPE WEALTH PARTNERS, LTD. | C | |
| ARCHETYPE WEALTH PARTNERS, LTD. | DE | ARCHETYPE WEALTH PARTNERS, LTD. | C | |
| ARCHETYPE WEALTH PARTNERS, LTD. | DE | ARCHETYPE WEALTH PARTNERS, LTD. | C | |
| ARCHETYPE WEALTH PARTNERS, LTD. | DE | ARCHETYPE WEALTH PARTNERS, LTD. | C | |
| ARCHETYPE WEALTH PARTNERS, LTD. | DE | ARCHETYPE WEALTH PARTNERS, LTD. | C | |
| ARCHETYPE WEALTH PARTNERS, LTD. | DE | ARCHETYPE WEALTH PARTNERS, LTD. | C | |
| ARCHETYPE WEALTH PARTNERS, LTD. | DE | ARCHETYPE WEALTH PARTNERS, LTD. | C | |
| ARCHETYPE WEALTH PARTNERS, LTD. | DE | ARCHETYPE WEALTH PARTNERS, LTD. | C | |
| ARCHETYPE WEALTH PARTNERS, LTD. | DE | ARCHETYPE WEALTH PARTNERS, LTD. | C | |
| ARCHETYPE WEALTH PARTNERS, LTD. | DE | ARCHETYPE WEALTH PARTNERS, LTD. | C | |
| ARCHETYPE WEALTH PARTNERS, LTD. | DE | ARCHETYPE WEALTH PARTNERS, LTD. | C | |
| ARCHETYPE WEALTH PARTNERS, LTD. | DE | ARCHETYPE WEALTH PARTNERS, LTD. | C | |
| ARCHETYPE WEALTH PARTNERS, LTD. | DE | ARCHETYPE WEALTH PARTNERS, LTD. | C | |
| ARCHETYPE WEALTH PARTNERS, LTD. | DE | ARCHETYPE WEALTH PARTNERS, LTD. | C | |
| ARCHETYPE WEALTH PARTNERS, LTD. | DE | ARCHETYPE WEALTH PARTNERS, LTD. | C | |
| ARCHETYPE WEALTH PARTNERS, LTD. | DE | ARCHETYPE WEALTH PARTNERS, LTD. | C | |
| ARKOS GLOBAL ADVISORS, LTD. | DE | OWNER | C | |
| ARKOS GLOBAL ADVISORS, LTD. | DE | OWNER | C | |
| ARKOS GLOBAL ADVISORS, LTD. | DE | OWNER | C | |
| ARKOS GLOBAL ADVISORS, LTD. | DE | OWNER | C | |
| ARKOS GLOBAL ADVISORS, LTD. | DE | OWNER | C | |
| ARKOS GLOBAL ADVISORS, LTD. | DE | OWNER | C | |
| ARKOS GLOBAL ADVISORS, LTD. | DE | OWNER | C | |
| ARKOS GLOBAL ADVISORS, LTD. | DE | OWNER | C |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| THOMAS, JEFFREY, ALAN | I | ARKOS GLOBAL ADVISORS, LTD. | D | Control |
| THOMAS, JEFFREY, ALAN | I | ARKOS GLOBAL ADVISORS, LTD. | D | Control |
| THOMAS, JEFFREY, ALAN | I | ARKOS GLOBAL ADVISORS, LTD. | D | Control |
| NATIONAL CHRISTIAN TRUST | DE | ARKOS GLOBAL ADVISORS, LTD. | C | |
| NATIONAL CHRISTIAN TRUST | DE | ARKOS GLOBAL ADVISORS, LTD. | C | |
| NATIONAL CHRISTIAN TRUST | DE | ARKOS GLOBAL ADVISORS, LTD. | C |
Registrations
Federal
IA
Nov 13, 2025 REGISTERED
Notice Filings (15)
AZ CA CO FL GA LA NC NJ NY OR SC TN TX VA WA
Address
4400 POST OAK PKWYSTE. 1950
HOUSTON, TX 77027
United States
Phone: (346) 352-2360