Arlington Investment Advisors

Overview

Arlington Investment Advisors is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and educational workshops. The firm operates primarily on a non‑discretionary basis, providing advice and recommendations while clients retain trading authority and custody. Its fee model combines AUM charges with hourly and fixed-fee engagements, reflecting a hybrid advisory approach that supports both ongoing portfolio oversight and one‑off planning projects. Investment activity tilts toward equities, with a clear preference for exchange‑traded instruments as the primary vehicle for implementing client strategies. While the firm does not identify as an active ESG investor, it employs third‑party managers when outside expertise is needed, particularly for alternative asset exposure. Arlington Investment Advisors is structured as a small, owner‑led independent RIA focused on personalized service rather than institutional capital allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices