Previously with Triad Advisors, CCWMG is led by Fred Huber Jr. The independent financial planning and wealth management firm uses a proprietary Milestone Clarification Process (MCP) to meet the needs of high net worth executives, retirees, business owners, and entrepreneurs.
Arkadios Capital is a hybrid platform for RIAs and independent advisors. Successful RIA David Millican founded the company in 2016, and it has grown to more than $3.5 billion in assets under advisement and more than 60 advisors and RIA groups.
“Fred and his team have a carved-out niche as one of the leading retainer-based advisory firms in the country,” said Millican, who serves as the President of Arkadios Capital. “They have a proprietary system that works incredibly well for their clients. We will be helping them to continue to serve those clients, while also giving them the tools to continue to grow their business.”
Hubler is an accomplished senior executive with more than 25 years of success spanning financial services and technology. He built a framework to allow third-party experts to collaborate with and assist clients, a practice now spreading throughout the industry. Thomas Ahern serves as the Director of Planning Services. FINRA registered since 1997, he is also a certified Behavioral Financial Advisor. CCWMG is active in 15 states.
“In Arkadios, we found a partner who understands our creative and entrepreneurial roots when it comes to financial planning and wealth management,” said Hubler. “A lot of independent broker-dealers are one-size-fits-all. We found the opposite of that with David and Arkadios Capital.”
Investment advisors founded Arkadios Capital for investment advisors. The privately-held independent broker-dealer (IBD) provides tailored solutions to its affiliated independent wealth advisors.
After co-founding one of the fastest-growing RIAs in the country, ACG Wealth, Millican launched the broker-dealer as an alternative to the ongoing commoditization in the industry.
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