Arbor Investment Advisors

RIASEC Registered

Total AUM

$1.3B

Discretionary

$1.1B

88% of AUM

Avg account

$884K

Accounts

1,457

Employees

Advisory reps

Firm details

Headquarters: Winston Salem, North Carolina
CRD number: 111077
Registered since: January 24, 2001
Website: www.arborinvest.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI90.28%
Individuals6.37%
Charitable Organizations2.19%
Pension & Profit Sharing Plans1.13%
Corporations / Businesses0.03%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Arbor Investment Advisors is an independent, individual-owned LLC that provides advisory services to both high-net-worth individuals/families and institutional clients. The firm is registered with the SEC (initial registration 2001) and operates as a capital allocator, supplementing direct portfolio management with selections of third‑party managers. Core service lines include financial planning, portfolio management for individuals and small businesses, manager selection, and the publication of periodic newsletters or research for clients. Arbor does not self-identify as an active ESG investor and lists an industry affiliation with a law firm. Fee arrangements combine percentage-of-AUM billing and fixed fees, and the firm reports both discretionary and non‑discretionary mandates across its client base.