James Leopold
Arkos · Houston, Texas
James Leopold is a fee-only financial advisor at Arkos in Houston, Texas. James 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.
Request an introduction to James →
Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Arkos |
|---|---|
| Based in | Houston, Texas |
| 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 TX · CRD 6646021 |
| Exams passed | Series 63 (2016) · Series 65 (2017) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.arkosglobal.com |
Request an introduction to James
Tell James a little about what you're looking for. James isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about James
Is James Leopold a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?
James's firm, Arkos, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Leopold based?
James Leopold is based in Houston, Texas.
What does James specialize in?
James's specialties include family wealth transfer, estate & legacy planning and small business owners. James works with founders, executives, ultra high net worth and multi-generational families.
Is James Leopold registered with the SEC?
Yes. James Leopold is registered as an investment adviser representative in TX (CRD 6646021), 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 James Leopold?
Through James'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.
See something wrong? Request a correction. Read our methodology.