ARBOR INVESTMENT ADVISORS

Legal name: ARBOR INVESTMENT ADVISORS, LLC

CRD 111077File 801-58281

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.29B

Above cohort median (national)

Discretionary AUM

$1.13B

Non-discretionary $153.7M

Clients

478

1,457 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.