Arkfeld Wealth Strategies, L.L.C.

Arkfeld Wealth Strategies provides investment advisory and financial planning services to individuals, families, businesses, and retirement plans, offering both discretionary and non‑discretionary portfolio management as well as project‑oriented and ongoing financial planning and retirement plan consulting. As of December 31, 2025, the firm reported managing about $538 million for roughly 937 clients and may delegate investment management to outside sub‑advisers in certain engagements.

The firm’s investment approach is grounded in modern portfolio theory and seeks to build globally diversified portfolios using fundamental security analysis alongside market trend and economic‑cycle analysis; common vehicles include mutual funds, ETFs, and individual securities, and the firm may also employ private or illiquid investments, margin, and options where appropriate. Client portfolios and planning engagements are tailored to individual risk profiles and objectives, with fee arrangements varying by service type (investment management, advisory, financial planning, and retirement plan services).

Noteworthy aspects of the firm’s practice include its principals’ involvement in affiliated businesses: the owner operates an insurance agency (Capital Insurance, LLC) and is a managing member of a real estate entity (4141, LLC) in which some clients have purchased minority ownership interests, creating potential conflicts of interest that are disclosed in the brochure. The firm also receives compensation for consulting engagements with financial institutions, maintains a platform relationship with Mutual Securities, Inc., and discloses that it does not vote client proxies, all of which distinguish its operational arrangements from many peers.