Three advisors who were overseeing $800 million in client assets have affiliated with Arkadios Capital, the firm announced Thursday.
Tripps Moog, who was an executive director at J.P. Morgan Securities, Hays Evans, who had been a senior vice president at Capitol Group, and Kendall Southerland, who had worked with Moog at J.P. Morgan, are launching an independent wealth advisory firm, Clover Capital Partners, in Atlanta.
"We are thrilled to join forces with Arkadios Capital, a firm that shares our entrepreneurial drive and commitment to staying nimble so we can deliver tailored solutions to our ultra-high net worth clients across the country,” Moog said in a statement. “Their team has built an ideal platform for Clover to reach the next level of our growth.”
According to the SEC’s IAPD, Moog has 28 years of experience, starting in 1995 at the Robinson-Humphrey Co. He had been affiliated with J.P. Morgan Securities since 2015.
Hays Evans has 27 years of experience, starting in 1995 at Robinson-Humphrey, and had been affiliated with Capitol Group Private Client Services since 2021.
Southerland has three years of experience at JPMorgan.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
