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ARBOR INVESTMENT ADVISORS
Legal name: ARBOR INVESTMENT ADVISORS, LLC
CRD 111077File 801-58281
APPROVED
Retail clients
Custody
Filing as of Sep 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.29B
Above cohort median (national)
Discretionary AUM
$1.13B
Non-discretionary $153.7M
Clients
478
1,457 accounts
Employees
8
Top 25% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jan 24, 2001
- Principal office
- 300 SOUTH MAIN STREET, WINSTON SALEM, NC, 27101
- Phone
- 336-777-1677
- Website
- HTTP://ARBORINVEST.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.29B
- Discretionary AUM
- $1.13B
- Non-discretionary AUM
- $153.7M
- Discretionary accounts
- 1,418
- Non-discretionary accounts
- 39
- Total accounts
- 1,457
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $380K |
| Charitable organizations | 7 | $28.2M |
| High net worth individuals | 290 | $1.16B |
| Pension and profit sharing plans | Fewer than 5 | $14.6M |
| Individuals (other than high net worth individuals) | 181 | $82.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 426 | 478 | increased by52 |
| Apr 1, 2026 | AUM | $1,085,323,773 | $1,288,361,286 | increased by$203,037,513 |
| Apr 1, 2026 | Accounts | 1,356 | 1,457 | increased by101 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 262 | 426 | increased by164 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $859,711,575 | $1,085,323,773 | increased by$225,612,198 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,094 | 1,356 | increased by262 |
| Apr 1, 2022 | Clients | 257 | 262 | increased by5 |
| Apr 1, 2022 | AUM | $744,029,799 | $859,711,575 | increased by$115,681,776 |
| Apr 1, 2022 | Accounts | 1,032 | 1,094 | increased by62 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ARBOR INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARBOR INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.