Multi-Family OfficeRIA · CRD 287466SEC-Registered

Updated:

Arkos Global Advisors

Arkos Global Advisors was established in 2017 by Jeff Thomas in Houston. The firm serves multiple client families rather than a single lineage.

Arkos Global Advisors logo

Arkos Global Advisors

Arkos Global Advisors was established in 2017 by Jeff Thomas in Houston. The firm serves multiple client families rather than a single lineage. Its structure reflects the founder's prior experience advising entrepreneurs at Morgan Stanley. Investment management centers on diversified portfolios across equities, fixed income, commodities and alternatives. Holdings include the Fidelity Wise Origin Bitcoin Fund, SPDR Gold Shares, iShares Gold Trust and iShares Silver Trust. The firm applies a three-dial framework that adjusts exposure based on market signals. Deployment occurs through direct accounts and open-architecture vehicles. Activity remains concentrated in North America. The firm reports more than 425 client relationships and lists an Atlanta office in Milton, Georgia. Adjacent vehicles include the Arkos Global Advisors Foundation and the National Christian Foundation of Houston. Jeff Thomas holds a Certified Kingdom Advisor designation through Kingdom Advisors. No material leadership or operational changes have been recorded in the past 24 months. Arkos maintains a succession and governance model built around family-office services rather than product distribution. Client mandates emphasize multi-generational stewardship and mission-related giving alongside standard asset allocation.

General information

Firm type

Multi Family Office

Year founded

2017

AUM

$1.2B+ (per firm website)

Location

Region

North America

Country

United States

City

Houston

Corporate office

Houston, TX, United States

Additional offices

Milton, GA, United States

Principals

Jeff Thomas

Founder and CEO

Philip Thomas

Partner and Wealth Advisor

Brian C. Smith

Partner and Wealth Advisor

Sector focus

Wealth ManagementPhilanthropy

Frequently asked questions

Who runs investment decisions at Arkos Global Advisors?

Jeff Thomas serves as Founder and CEO. Philip Thomas and Brian C. Smith act as Partner and Wealth Advisors. The team applies a three-dial allocation process to client portfolios.

Does Arkos Global Advisors participate in fund commitments or only direct deals?

The firm manages client accounts directly and uses open-architecture vehicles. Holdings include listed ETFs such as the Fidelity Wise Origin Bitcoin Fund and SPDR Gold Shares.

What investment stages does Arkos Global Advisors typically target?

The firm focuses on liquid and semi-liquid allocations for existing wealth. It does not publish a venture or private-equity stage mandate.

Where does the underlying wealth come from?

Clients are described as generous business owners and high-net-worth families. No single source family is disclosed.

How is Arkos Global Advisors related to its philanthropic structures?

The firm operates the Arkos Global Advisors Foundation and maintains ties to the National Christian Foundation of Houston. These entities sit alongside client advisory work.

What is Arkos Global Advisors known posture on co-investments alongside external GPs?

No co-investment activity with external general partners is disclosed in available materials.

Which sectors does Arkos Global Advisors explicitly avoid?

No explicit sector exclusions appear in firm disclosures.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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