ARBOR INVESTMENT ADVISORS

ARBOR INVESTMENT ADVISORS, LLC

CRD 111077 · SEC 801-58281

Visit website

300 SOUTH MAIN STREET, WINSTON SALEM, NC, 27101, United States

Phone

336-777-1677

Fax

888-761-1120

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.29B

Discretionary AUM

$1.13B

Team

8 total employees; 4 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Services

Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsPORTFOLIO MGMT FOUNDATIONS & MONEY PENSION PURCHASE PLAN; CONSULTING PURSUANT TO ERISA 404C

Client types

Type	Clients	AUM
Individuals	181	$82.1M
High net worth individuals	290	$1.16B
Charitable organizations	7	$28.2M

States served

CA, CO, GA, NC, SC, TN, TX, NH, FL

All web addresses on file

HTTP://ARBORINVEST.COM/
HTTPS://WWW.LINKEDIN.COM/COMPANY/ARBOR-INVESTMENT-ADVISORS

Official SEC filing: View on IAPD