KRM Investment Counsel Joins Arkadios Capital to Enhance Wealth Management Services

KRM Investment Counsel Partners with Arkadios Capital

In a significant move within the financial services landscape, KRM Investment Counsel has announced its alliance with Arkadios Capital, a prominent independent broker/dealer. This strategic partnership aims to bolster KRM's ability to deliver exceptional wealth management services tailored for ultra-high-net-worth clients. Having more than $350 million in assets under management, KRM Investment Counsel is set to enhance its offerings by leveraging Arkadios Capital's robust resources and innovative platform.

About KRM Investment Counsel

KRM Investment Counsel was founded by a seasoned team comprising Jim Rapp, Justin Klestinski, CFA, June DiNardo, and Alex Marmitt, WMCP. Together, they bring over 70 years of experience, managing investments for over 40 ultra-high-net-worth families. With offices located in major cities such as Chicago, Sarasota, and Naples, KRM is transitioning from its previous association with Wintrust Wealth Management to embrace a more independent and flexible operating model under Arkadios.

Paul Pilcher from Arkadios Capital expressed optimism about KRM joining their team. He stated, "KRM exemplifies the caliber of institutional-quality firms we are proud to support. Their transition underscores the value of our platform for elite advisors seeking the freedom to tailor solutions and deepen relationships." This partnership reflects KRM's commitment to providing unparalleled service to its clients, further emphasizing a relationship-driven approach to wealth management.

The Importance of Independence

The transition to Arkadios Capital marks a pivotal moment for KRM Investment Counsel as it seeks greater independence in its operations. By joining Arkadios, the firm aims to offer more personalized services, ensuring that their clients' unique needs are met without the constraints of a one-size-fits-all strategy. Jim Rapp, the co-founder of KRM, commented, "Our clients deserve a wealth management experience that puts them first. Arkadios offered us the independence, resources, and support to deliver exactly that."

This new structure allows KRM Investment Counsel to better cater to its clients by focusing on their specific financial goals and preferences. The firm can now use Arkadios' extensive technology tools, investment solutions, and compliance support, enhancing the overall client experience while retaining a boutique feel.

Arkadios Capital: Leading the Way

Arkadios Capital has established itself as a leader in the hybrid independent broker/dealer space. With over $13 billion in assets under advisement and a network of 250 advisors across 75 locations in both the United States and Puerto Rico, Arkadios specializes in supporting growth-oriented wealth management firms like KRM Investment Counsel. The company’s core mission revolves around empowering advisors to create lasting value for their clients through agility and comprehensive support.

With its transition to Arkadios, KRM is poised to not only thrive but also enhance its reputation as a trusted advisor in the realm of wealth management. The partnership not only expands the capabilities of KRM but also elevates the standards of service provided to its ultra-high-net-worth clientele.

Conclusion

As KRM Investment Counsel integrates into Arkadios Capital, both firms are set to redefine wealth management. This partnership exemplifies a growing trend in the industry where independent firms are seeking collaboration to better serve their clients. With an eye on long-term, relationship-focused strategies, KRM and Arkadios Capital are primed for success in an ever-evolving financial landscape.