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ATLANTA, April 24, 2025 ~ Arkadios Capital, a prominent hybrid independent broker/dealer that provides support to entrepreneurial wealth managers nationwide, has recently announced the addition of KRM Investment Counsel to their community of Advisors. The wealth management group, which currently manages over $350 million in assets, will be joining forces with Arkadios to further enhance their services.
The firm was founded by Jim Rapp, Justin Klestinski, CFA, June DiNardo and Alex Marmitt, WMCP. Together, they bring over 70 years of combined experience and cater to a clientele of 40 ultra-high-net-worth families. With offices in Chicago, Sarasota and Naples, KRM Investment Counsel previously operated under Wintrust Wealth Management, a division of Wintrust Bank.
According to Paul Pilcher of Arkadios Capital, the addition of KRM Investment Counsel is a testament to the caliber of institutional-quality firms that they are proud to support. He also stated that their transition highlights the value of Arkadios' platform for elite advisors who are seeking more freedom in tailoring solutions and strengthening relationships. Pilcher warmly welcomed Jim Rapp, Justin Klestinski, Alex Marmitt and their team to the Arkadios community and expressed excitement about helping them grow their business.
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The decision for KRM Investment Counsel to join Arkadios reflects their commitment towards independence and delivering greater flexibility and personalization for their clients. By utilizing Arkadios' platform which includes technology, investment solutions and compliance infrastructure, the firm aims to enhance its high-touch client experience while maintaining its boutique culture.
Jim Rapp, Co-Founder of KRM Investment Counsel stated that their clients deserve a wealth management experience that prioritizes them above all else. He emphasized that with Arkadios' support and resources, they can deliver exactly that - a personalized approach that aligns with their values and focuses on long-term relationship-driven success.
With roots in the JP Morgan Private Bank and a strong foundation of institutional knowledge, KRM Investment Counsel offers comprehensive wealth planning and investment management services. At the same time, they prioritize agility, attentiveness and trust by operating as an independent boutique firm.
With the addition of KRM Investment Counsel, Arkadios now boasts over $13 billion in assets under advisement and has a network of 250 advisors across 75 offices in the United States and Puerto Rico. This partnership further solidifies Arkadios' position as a leading hybrid independent broker/dealer in the industry.
The firm was founded by Jim Rapp, Justin Klestinski, CFA, June DiNardo and Alex Marmitt, WMCP. Together, they bring over 70 years of combined experience and cater to a clientele of 40 ultra-high-net-worth families. With offices in Chicago, Sarasota and Naples, KRM Investment Counsel previously operated under Wintrust Wealth Management, a division of Wintrust Bank.
According to Paul Pilcher of Arkadios Capital, the addition of KRM Investment Counsel is a testament to the caliber of institutional-quality firms that they are proud to support. He also stated that their transition highlights the value of Arkadios' platform for elite advisors who are seeking more freedom in tailoring solutions and strengthening relationships. Pilcher warmly welcomed Jim Rapp, Justin Klestinski, Alex Marmitt and their team to the Arkadios community and expressed excitement about helping them grow their business.
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The decision for KRM Investment Counsel to join Arkadios reflects their commitment towards independence and delivering greater flexibility and personalization for their clients. By utilizing Arkadios' platform which includes technology, investment solutions and compliance infrastructure, the firm aims to enhance its high-touch client experience while maintaining its boutique culture.
Jim Rapp, Co-Founder of KRM Investment Counsel stated that their clients deserve a wealth management experience that prioritizes them above all else. He emphasized that with Arkadios' support and resources, they can deliver exactly that - a personalized approach that aligns with their values and focuses on long-term relationship-driven success.
With roots in the JP Morgan Private Bank and a strong foundation of institutional knowledge, KRM Investment Counsel offers comprehensive wealth planning and investment management services. At the same time, they prioritize agility, attentiveness and trust by operating as an independent boutique firm.
With the addition of KRM Investment Counsel, Arkadios now boasts over $13 billion in assets under advisement and has a network of 250 advisors across 75 offices in the United States and Puerto Rico. This partnership further solidifies Arkadios' position as a leading hybrid independent broker/dealer in the industry.
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