Telos Private Wealth has transitioned nearly $300 million in assets under advisement to Arkadios Capital, aligning with the hybrid independent broker/dealer platform to support the firm’s next phase of growth and enhance its client experience capabilities.
The move reflects Telos Private Wealth’s strategy to operate with greater flexibility while pursuing long-term expansion through both organic growth initiatives and acquisitions. The firm said the transition will allow it to better align its operations with client interests while leveraging expanded infrastructure and technology resources.
Telos Private Wealth operates across the Southeast with offices in Birmingham, Dothan, and Enterprise, Alabama, providing wealth management services that include financial planning, investment management, insurance, and risk strategies.
According to the firm’s leadership, the decision to move to Arkadios Capital was influenced by growing constraints among previously independent broker/dealers that have been acquired by private equity firms. The partners said the transition provides increased autonomy in business management, client service, and strategic growth initiatives.
A major factor in the move was Arkadios Capital’s integrated technology stack and custom client portal, which the firms said offers enhanced transparency, improved financial insights, and a more streamlined client experience.
Arkadios Capital said its platform is designed specifically for larger and growth-oriented wealth management firms seeking operational scale while maintaining independence. The company currently supports more than $20 billion in affiliated assets and over 300 advisors across 100 offices in the United States and Puerto Rico.
Telos Private Wealth’s leadership team includes Matt Lemen, who focuses on strategic financial planning, wealth management, and risk mitigation strategies; Billy Haskins, who brings a background in competitive strategy and leadership; and Ken Azar, who has more than 30 years of experience helping clients navigate market cycles and preserve wealth.
KEY QUOTES:
“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. Arkadios provides the independence, infrastructure and forward-thinking platform we need to do exactly that.”
Matt Lemen, Partner, Telos Private Wealth
“Today’s clients expect more visibility, more access and more sophistication in how their wealth is managed. Arkadios’ platform allows us to elevate every aspect of the client experience while also giving us the tools to grow intentionally and efficiently.”
Billy Haskins, Partner, Telos Private Wealth
“Telos Private Wealth represents exactly the type of forward-thinking firm we’re built to support. Their commitment to client service, combined with their ambition for growth, makes them an ideal partner within our ecosystem.”
Nate Stibbs, Arkadios Capital
