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Arkadios Capital is an independent broker-dealer and Registered Investment Advisor (RIA) that focuses on providing a wealth management platform for financial advisors. Founded by David Y. Millican, IV, the company aims to offer an entrepreneurial alternative to traditional broker-dealer models, enabling advisors to grow their businesses and deliver customized financial solutions to their clients. The company provides a variety of services to support financial advisors, including business consulting, brand elevation, and a comprehensive wealth management platform. Their consulting services help advisors improve efficiencies and increase enterprise value, while brand elevation services enhance advisors identities through logo design, website development, and social media content. Arkadios Capital operates across 33 states, serving a network of successful registered independent advisors and has successfully partnered with advisors to add significant assets under management.
Bank of Kentucky is a Crestview Hls, KY-based company in the Financial Services sector.
Opal Wealth Advisors, LLC, is a financial services firm located in Long Island, New York. Established in 2019, the company is registered as an investment adviser with the U.S. Securities and Exchange Commission. It is led by Lee Korn, Joseph N. Filosa, and Jesse Giordano, and serves as a successor to Blaise Advisors, LLC. The firm provides a variety of financial services, including personalized financial planning, investment management, and consulting. Their approach, known as the "Opal Way," focuses on helping clients clarify their financial goals and develop tailored plans to achieve them. Opal Wealth Advisors caters to a diverse clientele, including pre-retirees, women, entrepreneurs, and financial advisors, offering specialized resources and support for each group. The company emphasizes personalized attention and provides additional resources through its OPAL+ program to enhance client service.
Burke & Herbert has provided traditional banking excellence for individuals, families and businesses in the Washington, D.C. area since 1852. We are Virginia's oldest bank and the oldest continuously operating bank in the Washington, D.C. area. Our
Commerce Bank of Temecula Valley is a Murrieta, CA-based company in the Financial Services sector.