Catherine Benson Knowles
Investment adviser representative at Arkadios Wealth Advisors
22 yearsExperience
1 stateRegistered in
$8.8BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Arkadios Wealth AdvisorsApr 2026 to now
- Arkadios CapitalApr 2026 to now
- Trinity Wealth Securities, LLCAug 2025 to Feb 2026
- Florida Financial Advisors dba Tristate Financial AdvisorsMay 2025 to Feb 2026
- The Wine MarketAug 2024 to Apr 2025
- Sea Dragon Pirate CruiseMay 2024 to Jul 2024
- Rsm US LLPJan 2024 to Apr 2024
- Bevis, Eberhart, Browning, Walker & Stewart PcMay 2023 to Aug 2023
- The University of AlabamaAug 2020 to May 2025
- Camp MacMay 2018 to Jul 2021
- Houston AcademyAug 2004 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (AL).
Arkadios Wealth Advisors
Legal name: Arkadios Wealth Advisors LLC
$8.8BAssets managed
14,886Clients
223Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8104622
- Firm CRD
- 288863