ARLINGTON FINANCIAL ADVISORS, LLC

RIASEC RegisteredEst. 2016

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$480K

Accounts

2,575

Employees

Advisory reps

Firm details

Headquarters: SANTA BARBARA, California
CRD number: 283288
Registered since: May 18, 2016
Website: www.arlingtonfinancialadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI83.1%
Individuals10.51%
Pension & Profit Sharing Plans6.39%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Arlington Financial Advisors, LLC is an independent registered investment adviser that has been operating since 2016. The firm serves both high-net-worth individuals and families as well as institutional clients, and acts as a capital allocator—meaning it builds portfolios using both internally selected public funds and third‑party managers. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Arlington reports being an active ESG investor and offers flexible fee arrangements, including a percentage-of-AUM model alongside hourly and fixed fees. Investment style tilts toward managed public fund exposure—mutual funds and ETFs feature heavily in client portfolios—combined with selective use of external managers for alternatives such as real estate. The firm also lists a trust company affiliation in its activities, which can support fiduciary or custody-related services for clients.