This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$162MItem 5.F on the latest filing (2026-03-06); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$162M

Private client RAUM

$162MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$81.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

1Schedule D 1.F, beyond the principal office

Accounts

96

Individual clients

30

High net worth clients

66

SEC number

801-130701

CRD

154735

Filings on the tape

12

First filed

Mar 6, 2012

Latest filed

Mar 6, 2026

Organised

Limited Liability Company, MI

Website

arborim.com

• Occurred

  Jun 18, 2024
  First Form ADV filing

  Arbor Investment Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:80f7dbdd-829a-c570-44d4-4e7a3a4c9814

First observed

Mar 6, 2012

Last observed

Mar 6, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.