Charles Shiver
Arkos · Milton, Georgia
Charles Shiver is a fee-only financial advisor at Arkos in Milton, Georgia. Charles focuses on family wealth transfer, estate & legacy planning and small business owners. Arkos reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Arkos |
|---|---|
| Based in | Milton, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.15B across 444 accounts |
| SEC registration | Investment adviser representative in GA, TX · CRD 7074602 |
| Exams passed | Series 66 (2019) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.arkosglobal.com |
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Questions about Charles
Is Charles Shiver a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Arkos reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Arkos, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Charles Shiver based?
Charles Shiver is based in Milton, Georgia.
What does Charles specialize in?
Charles's specialties include family wealth transfer, estate & legacy planning and small business owners. Charles works with founders, executives, ultra high net worth and multi-generational families.
Is Charles Shiver registered with the SEC?
Yes. Charles Shiver is registered as an investment adviser representative in GA and TX (CRD 7074602), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Arkos manage?
Arkos reports $1.15B across 444 accounts in assets under management.
How do I contact Charles Shiver?
Through Charles's website, www.arkosglobal.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Arkos website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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