Telos Private Wealth Brings $300M Advisory Team to Arkadios

Telos Private Wealth has transitioned nearly $300 million in assets under advisement to Arkadios Capital, joining the hybrid independent broker/ dealer’s platform as it looks to scale a more flexible, client-centric advisory business.

The move is part of Telos’ strategy to align its operating model more closely with both client needs and the firm’s long-term growth ambitions, including organic expansion and potential acquisitions.

“From day one, our goal has been to build a firm that operates fully in alignment with our clients’ best interests and our own vision for growth,” said Matt Lemen, partner at Telos Private Wealth. “Arkadios provides the independence, infrastructure and forward-thinking platform we need to do exactly that.”

The founding partners said the transition will give them greater autonomy over how they manage the practice, serve clients and pursue strategic opportunities in new markets. A key factor in the decision was Arkadios’ custom client portal and integrated technology stack, which they say delivers enhanced transparency, deeper financial insights and a more seamless digital experience for clients and their families.

Telos operates across the Southeast, with offices in Birmingham, Dothan and Enterprise, Alabama, offering comprehensive wealth management services, including financial planning, investment management, insurance and risk strategies.

“Telos Private Wealth represents exactly the type of forward-thinking firm we’re built to support,” said Nate Stibbs of Arkadios Capital. “Their commitment to client service, combined with their ambition for growth, makes them an ideal partner within our ecosystem.”

Arkadios has grown to more than $20 billion in affiliated assets, with over 300 advisors across 100 offices in the United States and Puerto Rico.