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ARBOR CAPITAL MANAGEMENT INC

CRD 111362File 801-57392
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 26, 2026
Feed vintage Sep 14, 2026
Regulatory AUM
$372.5M
Below cohort median (national)
Discretionary AUM
$289.1M
Non-discretionary $83.4M
Clients
601
627 accounts
Employees
7
Above cohort median in AK

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
SFRO
Registration date
Mar 17, 2000
Principal office
510 L STREET, STE 550, ANCHORAGE, AK, 99501
Phone
907-222-7581

Assets & accounts

ADV Item 5F
Total regulatory AUM
$372.5M
Discretionary AUM
$289.1M
Non-discretionary AUM
$83.4M
Discretionary accounts
601
Non-discretionary accounts
26
Total accounts
627
AUM per client
$620K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other investment advisersFewer than 5$3.1M
High net worth individuals136$177.1M
Pension and profit sharing plans25$64.5M
Individuals (other than high net worth individuals)440$125.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Other
  • Financial planning services
  • Portfolio management for other
  • Portfolio management for businesses
  • 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
No
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
  • Q11
  • Q11D1
  • Q11D2
  • Q11D4

Filed changes

DateFieldFromToChange
Jul 1, 2026Accounts602627increased by25
Apr 1, 2026Employees97decreased by2
Apr 1, 2026Clients476601increased by125
Apr 1, 2026AUM$348,086,332$372,480,626increased by$24,394,294
Apr 1, 2026Accounts481602increased by121
May 1, 2025
vs Oct 1, 2022
CustodyNoYes
May 1, 2025
vs Oct 1, 2022
Clients344476increased by132
May 1, 2025
vs Oct 1, 2022
AUM$302,867,014$348,086,332increased by$45,219,318
May 1, 2025
vs Oct 1, 2022
Accounts840481decreased by359
Apr 1, 2022Employees89increased by1
Apr 1, 2022Clients297344increased by47
Apr 1, 2022AUM$263,542,734$302,867,014increased by$39,324,280
Apr 1, 2022Accounts792840increased by48
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ARBOR CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARBOR CAPITAL” 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.