ARBOR INVESTMENT ADVISORS

RIASEC RegisteredEst. 2001
Total AUM
$1.3B
Discretionary
$1.1B
88% of AUM
Avg account
$884K
Accounts
1,457
Employees
8
Advisory reps
4

Firm details

Headquarters
WINSTON SALEM, North Carolina
CRD number
111077
Registered since
January 24, 2001
Website
www.arborinvest.com
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI90.28%
  • Individuals6.37%
  • Charitable Organizations2.19%
  • Pension & Profit Sharing Plans1.13%
  • Corporations / Businesses0.03%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Arbor Investment Advisors is an independent registered investment adviser organized as an LLC and operating since 2001. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Its fee model combines asset-based fees and fixed-fee engagements. Arbor’s core advisory services include financial planning, portfolio management for individuals and small businesses, manager selection (selection of other advisers), and the publication of investment periodicals or newsletters. The firm is not flagged as an active ESG investor, does not operate as a multi-state adviser, and does not provide pension consulting or serve as a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 87%, Exchange Traded Equities 8%, US Government Bonds 3%, Cash & Cash Equivalents 2%87%
  • Public Funds/Mutual Funds87%
  • Exchange Traded Equities8%
  • US Government Bonds3%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1

  • SCOTT CAWOOD

    Principal, CEO & CIOCRD 3257948

Contacts

3 of 3

  • ERIKA MIELKE

    PrincipalCRD 4895091

  • WILLIAM HOLLAN

    Principal, Investment AdvisoryCRD 5905389

  • SCOTT JONES

    Principal & Financial AdvisorCRD 4062061

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 67

Active vs passive

$734M in ETFs

Passive

96%

$707M

Active

4%

$26.4M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 1000 ETF (IWB)BlackRockPassiveLarge Blend$104M290,98214.14%
Unlock additional holdings →

Location

Primary office

WINSTON SALEM, NC

FORSYTH

Location

WINSTON SALEM, NC

Headquartered in WINSTON SALEM, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.

Metro area
Greensboro--Winston-Salem--High Point, NC
Region
South
County
FORSYTH
Address
300 S Main St
Time zone
ET (UTC-5)
Office locations

Similar firms

SHEETS SMITH WEALTH MANAGEMENT

RIA

WINSTON SALEM, NC

AUM $1.4BTEAM 15REPS 12

FIVE POINTS CAPITAL LLC

RIA

WINSTON SALEM, NC

AUM $1.4BTEAM 26REPS 5

VERGER CAPITAL MANAGEMENT

RIA

WINSTON SALEM, NC

AUM $3.3BTEAM 18REPS 13

SEMMAX FINANCIAL ADVISORS, INC.

RIA

WINSTON SALEM, NC

AUM $495MTEAM 18REPS 8

THREE MAGNOLIAS FINANCIAL ADVISORS

RIA

WINSTON SALEM, NC

AUM $487MTEAM 7REPS 5

TIMONIER

RIA

WINSTON SALEM, NC

AUM $450MTEAM 8REPS 5
More RIAs in WINSTON SALEM →All North Carolina RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth