Arlington Financial Advisors, LLC

RIASEC Registered

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, owner-operated RIA that has been SEC registered since 2016. The firm serves both individual and family clients and institutional investors, positioning itself as a capital allocator that blends discretionary portfolio management with planning and advisory services. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Fee arrangements span percentage-of-AUM billing alongside hourly and fixed-fee engagements. On the investment side the firm signals an ESG orientation and a preference for pooled vehicles: public funds and mutual funds dominate its reported asset mix. Arlington also allocates to third-party alternative managers and maintains an industry affiliation with a trust company. The business is structured as a limited liability company and lists an individual owner type.