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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

ARBOR INVESTMENT ADVISORS

ARBOR INVESTMENT ADVISORS, LLC, CRD 111077

WINSTON SALEM, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:92eb676f-655a-ea7b-9d34-d91cf972bfbe

Data as of Sep 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 0
On other graphs: 1
Observed: Mar 29, 2012 to Sep 3, 2026
26 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Arbor Investment Advisors

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.3BItem 5.F on the latest filing (2026-09-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $1.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $258Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,457
Individual clients: 181
High net worth clients: 290
Custody, client assets: $1.0B
SEC number: 801-58281
CIK: 1590073
CRD: 111077
Filings on the tape: 26
First filed: Mar 29, 2012
Latest filed: Sep 3, 2026
Organised: Limited Liability Company, NC
Website: arborinvest.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SCOTT EDWARD CAWOOD	Certified Financial Planner\|Chartered Financial Analyst	WINSTON SALEM, NC	17	27	n/a	no
SCOTT DANIEL JONES	Certified Financial Planner	WINSTON SALEM, NC	17	20	n/a	no
WILLIAM EDWIN HOLLAN	Certified Financial Planner	WINSTON SALEM, NC	15	15	n/a	no
ERIKA LEIGH MIELKE	Certified Financial Planner	WINSTON SALEM, NC	8	21	1	no
James Houston Hough	n/a	WINSTON SALEM, NC	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CAWOOD, SCOTT, EDWARD	CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER	C	yes	09/2003	Sep 3, 2026	Sep 3, 2026
HOLLAN, WILLIAM, EDWIN	SECURITY HOLDER	B	yes	03/2011	Sep 3, 2026	Sep 3, 2026
JONES, SCOTT, DANIEL	CHIEF FINANCIAL OFFICER, TREASURER, SECRETARY	B	yes	06/2006	Sep 3, 2026	Sep 3, 2026
MIELKE, ERIKA, LEIGH	CHIEF GROWTH OFFICER	B	yes	01/2018	Sep 3, 2026	Sep 3, 2026
BEASON, APRIL Y	CHIEF COMPLIANCE OFFICER	A	yes	03/2015	Mar 30, 2015	Apr 26, 2024
BIRCHFIELD, PAIGE PRUITT	CHIEF OPERATING OFFICER	A	yes	03/2015	Mar 30, 2015	Apr 26, 2024
JAMISON-CRAVER, JENNIFER L	SECURITY HOLDER	Na	no	03/2024	Mar 21, 2024	Apr 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ERIKA L. MIELKE	n/a	n/a	n/a	Y	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$1.3B	$1.1B	8	4	0	n/a	n/a
2024	Mar 27, 2025	$1.1B	$1.1B	8	4	0	n/a	n/a
2023	Mar 21, 2024	$957M	$942M	8	4	0	n/a	n/a
2022	Mar 8, 2023	$813M	$801M	8	4	0	n/a	n/a
2021	Mar 29, 2022	$860M	$846M	8	4	0	n/a	n/a
2020	Mar 16, 2021	$744M	$729M	8	4	0	n/a	n/a
2019	Mar 16, 2020	$636M	$619M	8	4	0	n/a	n/a
2018	Mar 6, 2019	$531M	$510M	8	4	0	n/a	n/a
2017	Mar 26, 2018	$554M	$523M	8	4	0	n/a	n/a
2016	Jan 31, 2017	$465M	$437M	7	3	n/a	n/a	n/a
2015	Mar 23, 2016	$433M	$405M	8	4	n/a	n/a	n/a
2014	Mar 30, 2015	$443M	$411M	8	4	n/a	n/a	n/a
2013	Mar 27, 2014	$434M	$397M	8	4	n/a	n/a	n/a
2012	Mar 22, 2013	$347M	$310M	7	4	n/a	n/a	n/a
2011	Mar 29, 2012	$317M	$280M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.3B	$1.1B	18.7%	$813M	16.6%	8	8	0	0

Relationships

Registered with (5)

← James Houston HoughAdvisorregistration: current employment
Aug 13, 2026 to presentfactForm ADV
← ERIKA LEIGH MIELKEAdvisorregistration: current employment
Jan 12, 2018 to presentfactForm ADV
← WILLIAM EDWIN HOLLANAdvisorregistration: current employment
May 13, 2011 to presentfactForm ADV
← SCOTT EDWARD CAWOODAdvisorregistration: current employment
Apr 17, 2009 to presentfactForm ADV
← SCOTT DANIEL JONESAdvisorregistration: current employment
Apr 17, 2009 to presentfactForm ADV

Controls (6)

← CAWOOD, SCOTT, EDWARDOwnerCHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER, ownership code C, individual
Mar 29, 2012 to Apr 26, 2024factForm ADV
← JONES, SCOTT, DANIELOwnerPRESIDENT, CHIEF FINANCIAL OFFICER, TREASURER, SECRETARY, ownership code B, individual
Mar 29, 2012 to Apr 26, 2024factForm ADV
← MIELKE, ERIKA, LEIGHOwnerSECURITY HOLDER, ownership code A, individual
Mar 26, 2018 to Apr 26, 2024factForm ADV
← HOLLAN, WILLIAM, EDWINOwnerSECURITY HOLDER, ownership code B, individual
Mar 29, 2012 to Apr 26, 2024factForm ADV
← BEASON, APRIL YOwnerCHIEF COMPLIANCE OFFICER, ownership code A, individual
Mar 30, 2015 to Apr 26, 2024factForm ADV
← BIRCHFIELD, PAIGE PRUITTOwnerCHIEF OPERATING OFFICER, ownership code A, individual
Mar 30, 2015 to Apr 26, 2024factForm ADV

Owns (1)

← JAMISON-CRAVER, JENNIFER LOwnerSECURITY HOLDER, ownership code NA, individual
Mar 21, 2024 to Apr 26, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:92eb676f-655a-ea7b-9d34-d91cf972bfbe
First observed: Mar 29, 2012
Last observed: Sep 3, 2026 16 days 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.

ARBOR INVESTMENT ADVISORS

ARBOR INVESTMENT ADVISORS, LLC, CRD 111077

WINSTON SALEM, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:92eb676f-655a-ea7b-9d34-d91cf972bfbe

Data as of Sep 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:50 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SCOTT EDWARD CAWOOD

Certified Financial Planner|Chartered Financial Analyst

WINSTON SALEM, NC

n/a

SCOTT DANIEL JONES

Certified Financial Planner

WINSTON SALEM, NC

n/a

WILLIAM EDWIN HOLLAN

Certified Financial Planner

WINSTON SALEM, NC

n/a

ERIKA LEIGH MIELKE

Certified Financial Planner

WINSTON SALEM, NC

James Houston Hough

n/a

WINSTON SALEM, NC

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CAWOOD, SCOTT, EDWARD

CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER

yes

09/2003

Sep 3, 2026

HOLLAN, WILLIAM, EDWIN

SECURITY HOLDER

yes

03/2011

Sep 3, 2026

JONES, SCOTT, DANIEL

CHIEF FINANCIAL OFFICER, TREASURER, SECRETARY

yes

06/2006

Sep 3, 2026

MIELKE, ERIKA, LEIGH

CHIEF GROWTH OFFICER

yes

01/2018

Sep 3, 2026

BEASON, APRIL Y

CHIEF COMPLIANCE OFFICER

yes

03/2015

Mar 30, 2015

Apr 26, 2024

BIRCHFIELD, PAIGE PRUITT

CHIEF OPERATING OFFICER

yes

03/2015

Mar 30, 2015

Apr 26, 2024

JAMISON-CRAVER, JENNIFER L

SECURITY HOLDER

03/2024

Mar 21, 2024

Apr 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ERIKA L. MIELKE

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$1.3B

$1.1B

n/a

2024

Mar 27, 2025

$1.1B

n/a

2023

Mar 21, 2024

$957M

$942M

n/a

2022

Mar 8, 2023

$813M

$801M

n/a

2021

Mar 29, 2022

$860M

$846M

n/a

2020

Mar 16, 2021

$744M

$729M

n/a

2019

Mar 16, 2020

$636M

$619M

n/a

2018

Mar 6, 2019

$531M

$510M

n/a

2017

Mar 26, 2018

$554M

$523M

n/a

2016

Jan 31, 2017

$465M

$437M

n/a

2015

Mar 23, 2016

$433M

$405M

n/a

2014

Mar 30, 2015

$443M

$411M

n/a

2013

Mar 27, 2014

$434M

$397M

n/a

2012

Mar 22, 2013

$347M

$310M

n/a

2011

Mar 29, 2012

$317M

$280M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.3B

$1.1B

18.7%

$813M

16.6%