ARBORFI ADVISORS, LLC

Overview

Arborfi Advisors, LLC is an independent registered investment adviser that serves individual and family clients through a fee model based on a percentage of assets under management. The firm provides financial planning and discretionary portfolio management for individuals, small businesses and institutional clients. Its filings show a clear preference for pooled public vehicles—primarily mutual funds—as the backbone of client portfolios, and the firm does not identify itself as an active ESG investor. The adviser is organized as a limited liability company with individual ownership. Arborfi operates as a single-state, non‑capital‑allocating RIA that manages client assets on a discretionary basis, indicating the firm routinely implements and rebalances portfolios without requiring client permission for each trade.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices