Arbor Investment Advisors

RIASEC RegisteredEst. 2001
Total AUM
$1.3B
Discretionary
$1.1B
88% of AUM
Avg account
$884K
Accounts
1,457
Employees
8
Advisory reps
5

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, SEC-registered registered investment adviser that has operated since 2001. The firm is organized as an LLC and is owned by an individual. It serves both individual/family and institutional clients and charges either a percentage of assets under management or fixed fees. Arbor provides financial planning, portfolio management for individuals and small businesses, manager selection, and publishes periodicals or newsletters. The firm identifies as a capital allocator, and it does not report active ESG integration in its investment process. An affiliation with a law firm is noted in its public filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 87%, Exchange Traded Equities 8%, US Government Bonds 3%, Cash & Cash Equivalents 2%87%
  • Public Funds/Mutual Funds87%
  • Exchange Traded Equities8%
  • US Government Bonds3%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Scott Cawood

    Scott Cawood

    Principal, CEO & CIOCRD 3257948

Contacts

3 of 4
  • William Hollan

    William Hollan

    Principal, Investment AdvisoryCRD 5905389

  • Scott Jones

    Scott Jones

    Principal & Financial AdvisorCRD 4062061

  • Erika Mielke

    Erika Mielke

    PrincipalCRD 4895091

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 78

Active vs passive

$815M in ETFs

Passive

96%

$780M

Active

4%

$35M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 1000 ETF (IWB)BlackRockPassiveLarge Blend$117M284,88514.32%
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Location

Primary office

Winston Salem, NC

Forsyth

Location

Winston Salem, NC

Headquartered in Winston Salem, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.

Metro area
Greensboro--Winston-Salem--High Point, NC
Region
South
County
Forsyth
Address
300 S Main St
Time zone
ET (UTC-5)
Office locations

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