Arkell Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$75,025,000
Clients
71
39% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
71
Very HighAverage account size
$1,056,690
About
Arkell Asset Management, LLC is a fee-only registered investment adviser that provides discretionary investment management and financial planning to individuals (including high‑net‑worth clients), small businesses, and retirement plans. Services are offered on an ongoing assets‑under‑management basis across three service tiers and on an hourly basis for one‑time consulting or planning.
The firm’s investment process centers on strategic asset allocation that uses passively managed index funds and ETFs as core holdings, with periodic rebalances and tactical adjustments when market or economic events warrant. Arkell supplements its passive core with fundamental, technical, and cyclical analysis and offers a structured tiered model that includes an Investment Management option explicitly designed for clients who prefer no advisor contact.
Distinctive operational features include sole‑advisor oversight of roughly $75 million in discretionary AUM, the use of standing letters of authorization and fee‑deduction procedures that may create constructive custody, and a custodial relationship with a national custodian; the firm does not aggregate client orders, accept soft‑dollar benefits, or sponsor wrap programs. The principal is a CFA charterholder with prior institutional risk and analytics experience, and the firm may limit availability of certain service levels based on client characteristics or other criteria.
Client services
Financial planning
Portfolio management
Expertise
General tax planning
Cash flow / budgeting
Fee options
$250.00 per hour for financial consulting, portfolio analysis, account reviews, or a one-time financial plan.
Fee-only: Hourly consulting and financial planning fee is $250.00 per hour.
Main office location
Arkell Asset Management, LLC
1143 Stoneridge Drive, Suite 3
Bozeman MT 59718, United States
Number of offices
1
Most active in
Arkell Asset Management, LLC has reported serving >5 clients in these states in the last 12 months.
Montana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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