Hybrid advising on $300 million switches to Arkadios from Triad

Hybrid advising on $300 million switches to Arkadios from Triad
A JPMorgan Bank rep who advises on $200 million also moves to Atlanta-based Arkadios Capital.
JAN 18, 2022

Blue Chip Wealth Advisors, a Milton, Georgia-based hybrid advising on $300 million, has switched its broker-dealer affiliation to Arkadios Capital from Triad Advisors. Blue Chip operates its own registered investment advisory firm.

Separately, Rob Douglass, who advised on $200 million at JPMorgan Bank in Atlanta, also has affiliated with Arkadios.

Atlanta-based Arkadios Capital has more than $5 billion in affiliated assets.

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