FORT
WORTH, Texas, July 23,
2024 /PRNewswire/ -- Stewardship Wealth Management, a
fast-growing financial advisory firm founded by Chris Albertson, Tyler
Maness and Alan Jenkins, has
successfully transitioned $325
million in assets under advisement to hybrid broker-dealer
Arkadios Capital.
The move adds yet another large advisory team to Arkadios
Capital's fast-growing community of successful advisors, and
solidifies a partnership that aims to accelerate growth and expand
investment solutions.
Stewardship Wealth is the second large LPL team to join Arkadios
in as many months, following Gulf Coast Wealth Management's
$825 million transition in June.
"The team at Stewardship Wealth Management is excited to be
joining Arkadios Capital," said Chris
Albertson, Chief Executive Officer of Stewardship Wealth
Management. "Arkadios shares our commitment to a client-centered
and innovative approach to wealth management. We are thrilled to
have a partner that values growth and allows us a host of new
offerings for clients. We believe this move will further strengthen
our ability to meet and exceed our clients' goals."
Stewardship Wealth has experienced significant growth and has
been ranked as one of the fastest-growing investment firms in
Texas. The transition will enable
them to leverage Arkadios Capital's extensive experience in
practice acquisition and High Net Worth wealth management
solutions.
"Stewardship Wealth's decision to join Arkadios further
underscores the disruption in the traditional independent brokerage
model," said Nate Stibbs, Director
of Corporate Strategy at Arkadios Capital. "Leading advisory firms
like Stewardship want a partner, not a platform, that will grow and
evolve with them, not against them. That is why Arkadios is
successfully attracting elite firms like Stewardship."
Arkadios Capital, a dual-registered RIA and Broker-Dealer,
provides advisory groups with the flexibility to grow their
businesses on their own terms. Their advisors can operate under the
Arkadios RIA, Arkadios Wealth Advisors, and have access to a broad
spectrum of investment solutions, including private equity, real
estate funds, hedge funds, credit funds, structured products, oil
and gas, managed futures and 1031 offerings. Arkadios Capital is
built on independence, flexible investments and collaborative
culture.
Recognized as one of the Fastest Growing Companies in
Georgia for three consecutive
years by the Association for Corporate Growth, Arkadios Capital
also ranks in the top 30 on Financial Advisor Magazine's
Independent Broker-Dealer list.
For more information, visit stewardship-wealth.com.
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SOURCE Arkadios Capital